IE00B4L5Y983 vs SXR8: fund overlap
ETF comparisons / IE00B4L5Y983 vs SXR8
iShares III Plc - iShares Core MSCI World UCITS ETF compared with iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
iShares III Plc - iShares Core MSCI World UCITS ETF
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
448 companies held in both funds
| Shared company | IE00B4L5Y983 | SXR8 |
|---|---|---|
| NVIDIA CORP NVDA | 5.43% | 7.94% |
| Apple Inc AAPL | 5.32% | 7.42% |
| ALPHABET INC GOOGL 2 share classes | 3.74% | 5.28% |
| ↳ ALPHABET INC-CL A GOOGL | 2.09% | 2.92% |
| ↳ ALPHABET INC-CL C GOOG | 1.66% | 2.36% |
| Microsoft Corp MSFT | 3.04% | 4.44% |
| AMAZON.COM INC AMZN | 2.55% | 3.59% |
| BROADCOM INC AVGO | 1.99% | 2.91% |
| META PLATFORMS INC-CLASS A META | 1.50% | 2.09% |
| Micron Technology Inc MU | 1.26% | 1.75% |
| ELI LILLY & CO LLY | 1.08% | 1.47% |
| JPMorgan Chase & Co JPM | 1.06% | 1.47% |
| TESLA INC TSLA | 1.02% | 1.41% |
| ADVANCED MICRO DEVICES AMD | 0.99% | 1.38% |
| BERKSHIRE HATHAWAY INC CLASS B BRKB | 0.77% | 1.41% |
| ExxonMobil Holdings Corporation 2670549D | 0.74% | 1.02% |
| JOHNSON & JOHNSON JNJ | 0.71% | 0.98% |
| Visa Inc V | 0.67% | 0.91% |
| WALMART INC. WMT | 0.54% | 0.74% |
| AbbVie Inc ABBV | 0.51% | 0.71% |
| Applied Materials Inc AMAT | 0.50% | 0.70% |
| CISCO SYSTEMS, INC. CSCO | 0.50% | 0.70% |
| Intel Corp INTC | 0.50% | 0.74% |
| Mastercard Inc MA | 0.49% | 0.67% |
| Caterpillar Inc CAT | 0.47% | 0.65% |
| Bank of America Corp BAC | 0.47% | 0.63% |
| Costco Wholesale Corp COST | 0.46% | 0.64% |
Based on the holdings compared above
IE00B4L5Y983 and SXR8 overlap by 69.6% by weight, across 448 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 69.6% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
IE00B4L5Y983 has a 0.20% expense ratio and SXR8 has 0.07%.
IE00B4L5Y983 has a weighted P/E of 22.8 and SXR8 has a weighted P/E of 24.8.
See the companies and duplicated exposure across every fund you hold.