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ETF comparison

EFV vs EWU

Both International Developed.

iShares MSCI EAFE Value ETF · iShares MSCI United Kingdom ETF

Holdings overlap

Weighted by ISIN/CUSIP
16.5 %

33 positions appear in both funds. Buying equal dollars of EFV and EWU would leave roughly 16.5% of each dollar exposed to the same underlying securities.

EFV unmatched 83.1% Shared 16.5% EWU unmatched 82.6%

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 EFV only
371 positions
Shared
33 positions
In EWU only
39 positions

Side by side

EFV

iShares MSCI EAFE Value ETF

iShares · International Developed

80 composite / 100
Expense ratio
0.31%
Net assets
$30.77B
TTM yield
4.63%
Top-10 conc.
19.6%
EWU

iShares MSCI United Kingdom ETF

iShares · International Developed

62 composite / 100
Expense ratio
0.50%
Net assets
$3.67B
TTM yield
3.15%
Top-10 conc.
52.4%

Sub-score comparison

69
Cost
50
74
Tax efficiency
77
100
Liquidity
81
86
Concentration
39
—
Tracking quality
—
EFV sub-score EWU

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

Cost difference

EFV is 19 bps cheaper than EWU. On a $100,000 position that's about $190/yr more in fees for EWU.

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 EFV vs EWU.

Top shared holdings

33 shared in total
# Holding In EFV In EWU Overlap
1 HSBC HOLDINGS PLC 3.22% 10.06% 3.22%
2 SHELL PLC 2.28% 7.51% 2.28%
3 UNILEVER PLC 1.24% 3.83% 1.24%
4 BRITISH AMERICAN TOBACCO P.L.C. 1.08% 4.20% 1.08%
5 BP P.L.C. 1.05% 3.47% 1.05%
6 RIO TINTO PLC 0.92% 3.74% 0.92%
7 BARCLAYS PLC 0.83% 2.64% 0.83%
8 NATIONAL GRID PLC 0.71% 2.49% 0.71%
9 NATWEST GROUP PLC 0.67% 2.01% 0.67%
10 LLOYDS BANKING GROUP PLC 0.52% 2.51% 0.52%
11 DIAGEO PLC 0.43% 1.42% 0.43%
12 RECKITT BENCKISER GROUP PLC 0.40% 1.24% 0.40%

Only in EFV

371 total
  • Nestle S.A. 2.29%
  • Mitsubishi UFJ Financial Group, Inc. 2.12%
  • Roche Holding AG 1.78%
  • Allianz SE 1.68%
  • Novartis AG 1.66%
  • TOYOTA MOTOR CORPORATION 1.60%
  • TOTALENERGIES SE 1.54%
  • Siemens Aktiengesellschaft 1.41%
  • Banco Bilbao Vizcaya Argentaria, S.A. 1.41%
  • Sumitomo Mitsui Financial Group, Inc. 1.39%

Only in EWU

39 total
  • ASTRAZENECA PLC 8.98%
  • ROLLS-ROYCE HOLDINGS PLC 4.71%
  • GSK PLC 3.21%
  • BAE SYSTEMS PLC 2.55%
  • GLENCORE PLC 2.37%
  • ANGLO AMERICAN PLC 1.87%
  • RELX PLC 1.85%
  • LONDON STOCK EXCHANGE GROUP PLC 1.73%
  • COMPASS GROUP PLC 1.70%
  • SSE PLC 1.18%

Percentages are holdings overlap with the named fund.

Open EFV or EWU 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.