etf overlap tool · little overlap
XIU vs XEF overlap
XIU and XEF hold no company in common. Still, 62% of their money sits in the same sectors, led by Financials, which is 41% of XIU against 23% of XEF.
Holdings as of November 9, 2026 · source: iShares (XIU), iShares (XEF) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Its file gives a ticker and a country but no ISIN; 99.3% of its stock money was matched to one.
Its file gives a ticker and a country but no ISIN; 99.6% of its stock money was matched to one.
Hold XIU and XEF with other funds or stocks? The free portfolio optimizer opens XIU and XEF beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
What only one of them gives you
SHOPSHOPIFY SUBORDINATE VOTING CLASS A6.18%No stock in common, 62% in the same sectors
XIU and XEF: what people ask
How much do XIU and XEF overlap?
None by holdings, as of November 9, 2026: no company appears in both funds. By sector, 62% of their money sits in the same sectors, led by Financials.
Which stocks do XIU and XEF both hold?
None. XIU and XEF have no holding in common.
Is it redundant to hold both XIU and XEF?
No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 2,521 different holdings that behave like 104 equally weighted stocks, against 29 for XIU alone and 267 for XEF alone. Whether that mix suits you depends on what you want to own; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.