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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
49.3 %

127 positions appear in both funds. Buying equal dollars of EFG and JIRE would leave roughly 49.3% of each dollar exposed to the same underlying securities.

EFG unmatched 50.4% Shared 49.3% JIRE unmatched 49.9%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In EFG only
232 positions
Shared
127 positions
In JIRE only
75 positions

Side by side

EFG

iShares MSCI EAFE Growth ETF

iShares · International Developed

80 composite / 100
Expense ratio
0.34%
Net assets
$15.03B
TTM yield
2.37%
Top-10 conc.
21.1%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

84 composite / 100
Expense ratio
0.24%
Net assets
$10.91B
TTM yield
2.76%
Top-10 conc.
16.9%

Sub-score comparison

66
Cost
76
78
Tax efficiency
77
100
Liquidity
100
84
Concentration
90
—
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

127 shared in total
# Holding In EFG In JIRE Overlap
1 ASML Holding N.V. 5.92% 3.48% 3.48%
2 ASTRAZENECA PLC 2.38% 1.69% 1.69%
3 SAFRAN SA 1.26% 1.30% 1.26%
4 Tokyo Electron Limited 1.39% 1.04% 1.04%
5 Hitachi, Ltd. 1.34% 1.04% 1.04%
6 Roche Holding AG 1.00% 1.32% 1.00%
7 UBS Group AG 1.56% 0.97% 0.97%
8 Novartis AG 0.93% 1.22% 0.93%
9 COMPAGNIE FINANCIERE RICHEMONT SA 1.18% 0.90% 0.90%
10 Sony Group Corporation 1.26% 0.86% 0.86%
11 KEYENCE CORPORATION 0.88% 0.85% 0.85%
12 Infineon Technologies AG 0.87% 0.82% 0.82%

Only in EFG

232 total
  • Investor Aktiebolag 0.69%
  • Mitsubishi Electric Corporation 0.63%
  • ANGLO AMERICAN PLC 0.50%
  • Nintendo Co., Ltd. 0.49%
  • Holcim AG 0.43%
  • ASM International N.V. 0.40%
  • DSV A/S 0.39%
  • TEVA PHARMACEUTICAL INDUSTRIES LIMITED 0.38%
  • Galderma Group AG 0.37%
  • Sandvik Aktiebolag 0.36%

Only in JIRE

75 total
  • Shell plc 1.55%
  • HSBC Holdings plc 1.54%
  • Allianz SE 1.51%
  • UniCredit SpA 1.33%
  • Nestle SA 1.33%
  • Sumitomo Mitsui Financial Group, Inc. 1.22%
  • Barclays plc 1.12%
  • Toyota Motor Corp. 1.12%
  • Iberdrola SA 1.09%
  • Societe Generale SA 1.01%

Percentages are holdings overlap with the named fund.

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.