ETF Overlap Tool: EFA vs EFG
Compare portfolio holdings overlap, tech concentration risk, and expense ratio differences between iShares MSCI EAFE ETF (EFA) and iShares MSCI EAFE Growth ETF (EFG).
Stock Holdings Breakdown (EFA vs EFG)
71 Assets| Asset | Sector | EFA Weight | EFG Weight | Combined (50/50) | Status |
|---|
EFA vs EFG: Portfolio Overlap & Investment Strategy Guide
When evaluating iShares MSCI EAFE ETF (EFA) versus iShares MSCI EAFE Growth ETF (EFG), investors are comparing two distinct ETF strategies. EFA holds 780 total assets while EFG contains 420 total assets. Across both portfolios, they share 29 common stock holdings, representing a 22.4% portfolio overlap by weight.
Sector Concentration & Shared Stock Holdings
While both funds invest in equity markets, their internal sector allocations create meaningful differences in portfolio performance and volatility:
- Primary Sector Focus: EFA concentrates its largest allocation in Financials (25.84%), whereas EFG allocates its highest weighting to Industrials (28.5%).
- Top Shared Holdings: Key overlapping stocks held in both funds include ASML Holding N.V (ASML), AstraZeneca PLC (AZN), SAP SE (SAP), Commonwealth Bank Of Australia (CBA).
- Holdings Distribution: EFA features 780 holdings compared to 420 holdings in EFG, affecting single-stock concentration risk.
Strategic Portfolio Insight: Low Overlap & Strong Complementary Diversification
Holding both EFA and EFG offers low portfolio duplication with only a 22.4% weight overlap. With 29 shared stocks, these two funds focus on different market segments, making them highly complementary for investors seeking targeted multi-asset diversification.
Expense Ratio Comparison & Performance: EFA vs EFG
Beyond portfolio holdings overlap, fund management fees, dividend yields, and sector diversification play a vital role in long-term compounding returns:
1. Annual Management Fee Impact
EFA charges a lower expense ratio of 0.33% compared to EFG at 0.36%. EFA is 1.1x cheaper, saving long-term investors approximately $3 per year for every $100,000 invested.
2. Volatility, Risk & Long-Term Growth Potential
EFA and EFG react differently to changing interest rates, market cycles, and sector rotations. Diversifying across funds with different underlying indexes helps reduce portfolio drawdown risk during broader market corrections.
Snowball Portfolio Lab Insight
Want to analyze how combining EFA and EFG impacts your total portfolio yield, sector distribution, and historical dividend income? Model your custom asset allocation in the Snowball Analytics Portfolio Lab.
- Sector Focus: EFA's largest sector is Financials (25.84%), whereas EFG's largest sector is Industrials (28.5%).
- Expense Ratio: EFA has an expense ratio of 0.33%, while EFG charges 0.36%. EFA is 1.1x cheaper than EFG.
- Portfolio Breadth: EFA holds 780 total stocks vs EFG's 420 stocks.

