EFA vs VOO Overlap Analysis

Comparing iShares MSCI EAFE ETF and Vanguard S&P 500 ETF

Holdings Overlap
0.00%
Very Low Overlap
Shared Holdings
0 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

EFA
VOO
0.0%
EFA Only
Overlap
VOO Only

⚔️Head-to-Head Comparison

8 - 8

Key Factors

💰 Expense Ratio
EFA:0.32%
vs
VOO:0.03%
🎯 Number of Holdings
EFA:827 holdings
vs
VOO:503 holdings
📈 5-Year Return
EFA:+8.5%
vs
VOO:+15.8%
Additional Metrics (5)
⚖️ Concentration Risk
EFA: 0.2% in top 10
VOO: 40.2% in top 10
📊 Assets Under Management
EFA: $75B ✓
VOO: $380B ✓
Sharpe Ratio
EFA: 0.38
VOO: 0.82
📉 Volatility
EFA: 19.5%
VOO: 18.2%
🔍 Uniqueness vs SPY
EFA: 100.0% unique
VOO: 4.0% unique

Bottom line: EFA and VOO are very similar. Choose based on your broker's commission structure or personal preference.

Shared Holdings (0 of 10 analyzed)

EFA & VOO Intersection

SymbolNameEFAVOOMin

Min Weight: The minimum weight between the two ETFs for each shared holding. This represents the true overlap contribution.

Data sourced from official fund providers. Showing top holdings for educational analysis.

Top Holdings Only in EFA

Unique to EFA

SymbolNameWeight
NESNNestle SA0.02%
ASMLASML Holding NV0.02%
NVONovo Nordisk A/S0.02%
TMToyota Motor Corp0.02%
SAPSAP SE0.02%

Top Holdings Only in VOO

Unique to VOO

SymbolNameWeight
NVDANVDA8.47%
AAPLAAPL6.88%
MSFTMSFT6.60%
AMZNAMZN4.06%
AVGOAVGO2.98%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = Σ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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