SCHF vs IEFA overlap
SCHF and IEFA overlap 76.4% by weight, across 1,167 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHF: May 31, 2026, IEFA: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SCHF | IEFA | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 2.10% | 2.50% | 2.10% |
| HSBC Holdings PLHSBA | 1.08% | 1.42% | 1.08% |
| Roper TechnologiROP | 0.99% | 1.20% | 0.99% |
| Novartis AG-REGNOVN | 0.97% | 1.12% | 0.97% |
| Astrazeneca PLCAZN | 0.93% | 1.00% | 0.93% |
| Nestle SA-REGNESN | 0.88% | 1.00% | 0.88% |
| Shell PLCSHELL | 0.80% | 1.00% | 0.80% |
| Siemens AG-REGSIE | 0.77% | 0.95% | 0.77% |
| BHP Group Ltd.BHP | 0.74% | 0.83% | 0.74% |
| Mitsubishi UFJ F8306 | 0.69% | 0.93% | 0.69% |
| Toyota Motor7203 | 0.68% | 0.70% | 0.68% |
| Commonw BK AustrCBA | 0.66% | 0.82% | 0.66% |
| SAP SESAPGF | 0.62% | 0.74% | 0.62% |
| Banco SantanderSAN | 0.61% | 0.79% | 0.61% |
| Schneider ElectrSBGSF | 0.57% | 0.72% | 0.57% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SCHF, SEC Form N-PORT, May 31, 2026; IEFA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHF | IEFA |
|---|---|---|
| Bank of America Corp. | $170.0M | $19.8B |
| Northwestern Mutual Wealth Management Co | $8.6B | $3.6B |
| Jones Financial Companies LLLP | $271.2M | $10.8B |
| Morgan Stanley | $340.2M | $10.3B |
| Wells Fargo & Company | $166.7M | $8.8B |
| UBS Group AG | $140.0M | $6.7B |
| Empower Advisory Group, LLC | $5.1B | $3.5M |
| Envestnet Asset Management Inc. | $160.6M | $4.7B |
| LPL Financial LLC | $199.5M | $4.6B |
| Raymond James Financial Inc. | $73.9M | $4.4B |
| Financial Engines Advisors L.L.C. | $4.1B | $34.5M |
| US Bancorp | $400.1M | $3.5B |
| Bank of New York Mellon Corp | $16.3M | $3.7B |
| BlackRock, Inc. | $29.8M | $3.3B |
| Wealthfront Advisers LLC | $3.2B | $3.4M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SCHF institutional holders, IEFA institutional holders.
Frequently asked questions
How much do SCHF and IEFA overlap?
76.4% by weight, with 1,167 holdings in common, using holdings for SCHF as of May 31, 2026 and IEFA as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both SCHF and IEFA?
1,119 Form 13F filers report positions in both, out of 3,001 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.