etf overlap tool · light overlap
EFA vs IWDA overlap
99% of EFA's money sits in companies IWDA also holds; 24% of the two funds is the same money, spread over 654 companies both hold.
Holdings as of October 16, 2026 · source: iShares (EFA), iShares (IWDA) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold EFA and IWDA with other funds or stocks? The free portfolio optimizer opens EFA and IWDA beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
The companies you would own twice
What only one of them gives you
AMZNAMAZON.COM INC2.66%Where each fund puts its money
EFA and IWDA: what people ask
How much do EFA and IWDA overlap?
24% by weight, as of October 16, 2026: light overlap. 654 companies appear in both funds; they make up 99% of EFA and 24% of IWDA.
Which stocks do EFA and IWDA both hold?
The largest shared positions are ASML, ROP, HSBA, SHEL and NOVN. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both EFA and IWDA?
Out of every $100 split evenly between them, about $24 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 1 names only in EFA, 594 only in IWDA. Half in each behaves like 207 equally weighted stocks, against 194 for EFA alone and 85 for IWDA alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
What is IWDA, next to EFA?
IWDA is iShares Core MSCI World UCITS ETF (ISIN IE00B4L5Y983), an Irish-domiciled UCITS fund on the MSCI World index. Next to EFA, 24% of the money is the same, spread over 654 companies both hold, as of October 16, 2026.
Does the EFA vs IWDA overlap apply to other tickers?
Yes. IWDA also trades as SWDA (London, GBP; Borsa Italiana, EUR) and EUNL (Xetra, EUR). Each is the same portfolio in another currency, on another exchange or paying its dividends out, so EFA vs EUNL also overlaps 24%.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.