ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (EFA) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > EFA vs VWELX Holdings as of April 30, 2026 (EFA) and May 31, 2026 (VWELX)

EFA vs VWELX: Portfolio Overlap

iShares MSCI EAFE ETF vs Vanguard Wellington Fund

2.7%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

EFA
705 equity holdings
as of April 30, 2026
VWELX
82 equity holdings
as of May 31, 2026
6 stocks held in common
Overlap View Venn Diagram
2.7% OVERLAP EFA VWELX
Overlapping Holdings
6 Sorted by overlap contribution
# Stock EFA VWELX Overlap%
1
UBS Group AG
 0.65% 1.39% 0.65%
2
British American Tobacco PLC
 0.59% 1.14% 0.59%
3
Unilever PLC
 0.59% 0.45% 0.45%
4
AstraZeneca PLC
 1.36% 0.43% 0.43%
5
Infineon Technologies AG
 0.41% 0.33% 0.33%
6
Anglo American PLC
 0.26% 0.78% 0.26%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in EFA — iShares MSCI EAFE ETF
StockWeight
ASML Holding NV2.60%
HSBC HOLDINGS PLC1.47%
Roche Holding AG1.33%
Novartis AG1.30%
NESTLE' SA/AG1.21%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
MSFT5.77%
AMZN5.30%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between EFA and VWELX?

EFA (iShares MSCI EAFE ETF) and VWELX (Vanguard Wellington Fund) share 2.7% portfolio overlap as of EFA's April 30, 2026 filing and VWELX's May 31, 2026 filing, across 6 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do EFA and VWELX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both EFA and VWELX?

The most prominent shared holdings (by combined weight) are: UBS Group AG, British American Tobacco PLC, Unilever PLC. See the full common-holdings table on this page for weights in each fund.

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