EFA vs VIG: 1% overlap

iShares MSCI EAFE ETF and Vanguard Dividend Appreciation ETF share 1.1% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

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
1.1%
EFA expense ratio
0.33%
VIG expense ratio
0.04%

Top shared holdings

EFA and VIG hold 15 of the same securities. The ten contributing most to the overlap figure:

Holdingin EFAin VIGΔ
ROP1.4%0.1%1.2%
DTE0.5%0.1%0.3%
SUNB0.1%0.1%0.0%
ALL0.1%0.3%0.2%
MRK0.1%1.4%1.3%
HEI-A0.1%0.1%0.0%
TSCO0.2%0.1%0.1%
CSL0.2%0.1%0.1%
HEI0.1%0.1%0.1%
ADM0.1%0.2%0.1%

Where EFA and VIG 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.

SectorEFAVIGΔ
Information Technology12.0%26.3%14.3pp
Health Care8.0%17.7%9.7pp
Industrials19.0%12.2%+6.9pp
Financials25.8%20.2%+5.6pp
Consumer Discretionary8.3%4.3%+4.0pp
Communication Services3.1%0.0%+3.1pp
Materials5.8%3.4%+2.3pp
Consumer Staples7.0%9.3%2.3pp

Δ is EFA minus VIG, 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
662 positions

95.9% of EFA by weight, held in no part of VIG.

Only in VIG
318 positions

96.2% of VIG 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

EFAVIG
Top 10 holdings14.5%31.9%
Positions held678333
Cost per $10,000 held, per year$33$4

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 VIG overlap?

EFA and VIG overlap 1.1% by portfolio weight — largely distinct portfolios. They share 15 holdings. The figure comes from current issuer holdings files (EFA as of 2026-07-23, VIG as of 2026-06-30).

How is the overlap between EFA and VIG 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 VIG 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 VIG?

That depends on your goals — we state facts, not advice. At 1.1% overlap, each fund still contributes meaningfully distinct exposure.

What does EFA own that VIG doesn't?

EFA holds 678 positions and VIG holds 333; 662 of EFA's positions don't appear in VIG at all, and they are 95.9% 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, VIG as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.