IE00B5BMR087 vs VWCE: fund overlap
ETF comparisons / IE00B5BMR087 vs VWCE
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Vanguard FTSE All-World UCITS ETF (USD) Accumulating
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Vanguard FTSE All-World UCITS ETF (USD) Accumulating
372 companies held in both funds
| Shared company | IE00B5BMR087 | VWCE |
|---|---|---|
| NVIDIA CORP NVDA | 7.94% | 4.45% |
| Apple Inc AAPL | 7.42% | 3.98% |
| Microsoft Corp MSFT | 4.44% | 2.64% |
| AMAZON.COM INC AMZN | 3.59% | 2.20% |
| BROADCOM INC AVGO | 2.91% | 1.67% |
| Micron Technology Inc MU | 1.75% | 1.24% |
| TESLA INC TSLA | 1.41% | 1.17% |
| ELI LILLY & CO LLY | 1.47% | 0.91% |
| ADVANCED MICRO DEVICES AMD | 1.38% | 0.90% |
| JPMorgan Chase & Co JPM | 1.47% | 0.65% |
| Intel Corp INTC | 0.74% | 0.59% |
| JOHNSON & JOHNSON JNJ | 0.98% | 0.58% |
| Applied Materials Inc AMAT | 0.70% | 0.55% |
| Visa Inc V | 0.91% | 0.54% |
| ExxonMobil Holdings Corporation 2670549D | 1.02% | 0.54% |
| LAM RESEARCH CORPORATION LRCX | 0.63% | 0.52% |
| WALMART INC. WMT | 0.74% | 0.47% |
| Caterpillar Inc CAT | 0.65% | 0.46% |
| CISCO SYSTEMS, INC. CSCO | 0.70% | 0.44% |
| AbbVie Inc ABBV | 0.71% | 0.43% |
| Costco Wholesale Corp COST | 0.64% | 0.40% |
| Mastercard Inc MA | 0.67% | 0.39% |
| KLA Corp KLAC | 0.45% | 0.38% |
| UnitedHealth Group Inc UNH | 0.60% | 0.36% |
| Bank of America Corp BAC | 0.63% | 0.36% |
Based on the holdings compared above
IE00B5BMR087 and VWCE overlap by 49.9% by weight, across 372 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, BROADCOM INC.
Holding both means 49.9% 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.
IE00B5BMR087 has a 0.07% expense ratio and VWCE has 0.19%.
IE00B5BMR087 has a weighted P/E of 24.8 and VWCE has a weighted P/E of 22.7.
See the companies and duplicated exposure across every fund you hold.