ETF comparison

EFG vs JIRE

Both International Developed.

iShares MSCI EAFE Growth ETF · JPMorgan International Research Enhanced Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
46.8 %

122 positions appear in both funds. Buying equal dollars of EFG and JIRE would leave roughly 46.8% of each dollar exposed to the same underlying securities.

EFG only 52.6% Shared 46.8% JIRE only 52.6%
In EFG only
249 positions
Shared
122 positions
In JIRE only
85 positions

Side by side

EFG

iShares MSCI EAFE Growth ETF

iShares · International Developed

80 composite / 100
Expense ratio
0.34%
Net assets
$16.89B
TTM yield
2.28%
Top-10 conc.
21.8%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

85 composite / 100
Expense ratio
0.24%
Net assets
$11.13B
TTM yield
2.70%
Top-10 conc.
16.4%

Sub-score comparison

66
Cost
76
78
Tax efficiency
78
100
Liquidity
100
83
Concentration
91
Tracking quality
EFG sub-score JIRE

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

JIRE is 10 bps cheaper than EFG. On a $100,000 position that's about $100/yr more in fees for EFG.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with EFG vs JIRE.

Top shared holdings

122 shared in total
# Holding In EFG In JIRE Overlap
1 ASML Holding N.V. 5.46% 3.17% 3.17%
2 ASTRAZENECA PLC 2.86% 2.06% 2.06%
3 Novartis AG 2.73% 1.20% 1.20%
4 L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGES CLAUDE SA 1.21% 1.15% 1.15%
5 SAFRAN SA 1.11% 1.15% 1.11%
6 Hitachi, Ltd. 1.41% 1.04% 1.04%
7 Tokyo Electron Limited 1.28% 0.95% 0.95%
8 COMMONWEALTH BANK OF AUSTRALIA 1.33% 0.91% 0.91%
9 Infineon Technologies AG 0.85% 1.06% 0.85%
10 UBS Group AG 1.37% 0.85% 0.85%
11 COMPAGNIE FINANCIERE RICHEMONT SA 1.00% 0.82% 0.82%
12 KEYENCE CORPORATION 0.87% 0.81% 0.81%

Only in EFG

249 total
  • Mitsubishi Electric Corporation 0.75%
  • Fujikura Ltd. 0.57%
  • DSV A/S 0.49%
  • ASM International N.V. 0.45%
  • Sandvik Aktiebolag 0.44%
  • Galderma Group AG 0.38%
  • Alcon AG 0.36%
  • STMicroelectronics N.V. 0.36%
  • DAIKIN INDUSTRIES,LTD. 0.36%
  • CHUGAI PHARMACEUTICAL CO., LTD. 0.35%

Only in JIRE

85 total
  • Shell plc 1.60%
  • Allianz SE 1.43%
  • HSBC Holdings plc 1.43%
  • Nestle SA 1.40%
  • Roche Holding AG 1.27%
  • Banco Santander SA 1.21%
  • Toyota Motor Corp. 1.17%
  • BHP Group Ltd. 1.13%
  • Sumitomo Mitsui Financial Group, Inc. 1.04%
  • Barclays plc 0.99%

Open EFG or JIRE at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.