EFA vs SCHF: 0% overlap

iShares MSCI EAFE ETF and Schwab International Equity ETF share 0.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 2 months apart — SCHF as of 2026-05-31, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.4%
EFA expense ratio
0.33%
SCHF expense ratio
0.06%

Top shared holdings

EFA and SCHF hold 3 of the same securities. The ten contributing most to the overlap figure:

Holdingin EFAin SCHFΔ
BN0.2%0.3%0.1%
SUNB0.1%0.1%0.0%
CASH0.0%0.5%0.5%

Where EFA and SCHF differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorEFASCHFΔ
Unclassified0.0%95.9%95.9pp
Financials25.8%1.9%+23.9pp
Industrials19.0%0.3%+18.7pp
Information Technology12.0%0.0%+12.0pp
Consumer Discretionary8.3%0.2%+8.1pp
Health Care8.0%0.0%+8.0pp
Consumer Staples7.0%0.5%+6.6pp
Materials5.8%0.0%+5.8pp

Δ is EFA minus SCHF, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in EFA
674 positions

99.1% of EFA by weight, held in no part of SCHF.

Only in SCHF
1,473 positions

98.9% of SCHF by weight, held in no part of EFA.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

EFASCHF
Top 10 holdings14.5%14.8%
Positions held6781,477
Cost per $10,000 held, per year$33$6

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do EFA and SCHF overlap?

EFA and SCHF overlap 0.4% by portfolio weight — largely distinct portfolios. They share 3 holdings. The figure comes from current issuer holdings files (EFA as of 2026-07-23, SCHF as of 2026-05-31).

How is the overlap between EFA and SCHF calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If EFA holds a stock at 6% and SCHF holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both EFA and SCHF?

That depends on your goals — we state facts, not advice. At 0.4% overlap, each fund still contributes meaningfully distinct exposure.

What does EFA own that SCHF doesn't?

EFA holds 678 positions and SCHF holds 1,477; 674 of EFA's positions don't appear in SCHF at all, and they are 99.1% of EFA by weight.

You probably hold more than two funds

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Related comparisons

Sources: issuer holdings files, EFA as of 2026-07-23, SCHF as of 2026-05-31. Weights are fractions of each fund. Diagnostics, not advice.