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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

EFA vs URTH: how they differ

EFA and URTH hold 23% of their weight in the same names, and EFA returned more over the year.

iShares MSCI EAFE ETF and iShares MSCI World ETF.

What they hold in common

By the books each fund has filed, EFA and URTH hold 23% of their money in the same securities at the same weight.

Positions EFA and URTH both hold, largest shared weight first
HoldingEFAURTH
ASML HOLDING3.01%0.73%
HSBC HOLDINGS PLC1.61%0.39%
SHELL PLC1.25%0.29%
MITSUBISHI UFJ FINANCIAL GROUP1.15%0.28%
NOVARTIS AG1.15%0.28%
ASTRAZENECA PLC1.09%0.27%
NESTLE SA1.12%0.27%
BHP GROUP LTD1.05%0.25%
SIEMENS N AG0.98%0.24%
ALLIANZ0.88%0.21%
COMMONWEALTH BANK OF AUSTRALIA0.83%0.20%
TOTALENERGIES0.80%0.20%
Largest positions each one holds and the other does not
Only in EFAOnly in URTH
SEK CASH 0.05%NVIDIA 5.52%
DAITO TRUST CONSTRUCTION LTD 0.03%APPLE 5.28%
REDEIA CORPORACION SA 0.03%MICROSOFT 3.82%
AIRTEL AFRICA PLC 0.02%AMAZON.COM INC 2.67%
AVOLTA AG 0.02%ALPHABET CLASS A 2.14%
AYVENS SA 0.02%BROADCOM INC 1.79%
BIOMERIEUX SA 0.02%ALPHABET CLASS C 1.70%
BUZZI 0.02%META PLATFORMS CLASS A 1.56%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.

EFA and URTH on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
EFA
iShares MSCI EAFE ETF
URTH
iShares MSCI World ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isDeveloped markets ex USMSCI World
Total return, 1 year+18.2%+17.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.7 pts−0.1 pts
Expense ratio0.32%0.24%
Already in the S&P 5000.0%70.3%
Holdings6701230

EFA in plain words

EFA is an index equity fund tracking the Developed markets ex US. Over the year to Sep 11, 2026 it returned +18.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.32% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 670 positions, with the top ten at 13.8%.

URTH in plain words

URTH is an index equity fund tracking the MSCI World. Over the year to Sep 11, 2026 it returned +17.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% a year. By its holdings filed for Sep 10, 2026, 70% of the fund by weight is stocks the S&P 500 also holds, across 1230 positions, with the top ten at 26.8%.

Questions people ask

Which returned more over the last year, EFA or URTH?
In the year to Sep 13, 2026, with distributions reinvested, EFA returned +18.2% and URTH returned +17.4%, so EFA returned more. One year is one year; the longer windows are in the table.
Which is cheaper, EFA or URTH?
EFA charges 0.32% a year and URTH charges 0.24%, so URTH is cheaper. Fees come from each fund's prospectus.
How much do EFA and URTH overlap with the S&P 500?
By their latest filed holdings, 0% of EFA and 70% of URTH by weight is stocks the S&P 500 already holds. Between the two funds, 23% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

EFA against URTH, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, EFA against URTH, data as of Sep 13, 2026. https://etfiq.com/compare/any/efa-vs-urth Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources