IQQW vs SWRD: fund overlap
ETF comparisons / IQQW vs SWRD
iShs-MSCI World UCITS ETF Registered Shares USD (Dist)oN compared with State Street SPDR MSCI World UCITS ETF
IQQW and SWRD overlap by 94.9% by weight, across 1,155 shared companies.
iShs-MSCI World UCITS ETF Registered Shares USD (Dist)oN
State Street SPDR MSCI World UCITS ETF
Both lines rebased to 0% over their shared dates
1,155 companies held in both funds
| Shared company | IQQW | SWRD |
|---|---|---|
| Apple Inc AAPL | 5.38% | 5.36% |
| NVIDIA CORP NVDA | 5.33% | 5.51% |
| ALPHABET INC GOOGL 2 share classes | 4.04% | 3.90% |
| ↳ ALPHABET INC-CL A GOOGL | 2.26% | 2.18% |
| ↳ ALPHABET INC-CL C GOOG | 1.78% | 1.72% |
| Microsoft Corp MSFT | 3.93% | 3.84% |
| AMAZON.COM INC AMZN | 2.70% | 2.73% |
| BROADCOM INC AVGO | 1.72% | 1.80% |
| META PLATFORMS INC-CLASS A META | 1.61% | 1.56% |
| Micron Technology Inc MU | 1.15% | 1.21% |
| TESLA INC TSLA | 1.13% | 1.15% |
| JPMorgan Chase & Co JPM | 1.03% | 1.04% |
| ELI LILLY & CO LLY | 1.01% | 0.98% |
| ADVANCED MICRO DEVICES AMD | 0.89% | 0.92% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.80% | 0.79% |
| ExxonMobil Holdings Corporation 2670549D | 0.76% | 0.76% |
| JOHNSON & JOHNSON JNJ | 0.71% | 0.70% |
| ASML Holding N.V. ASML | 0.69% | 0.72% |
| Visa Inc V | 0.69% | 0.68% |
| WALMART INC. WMT | 0.53% | 0.51% |
| Mastercard Inc MA | 0.52% | 0.51% |
| AbbVie Inc ABBV | 0.51% | 0.50% |
| CISCO SYSTEMS, INC. CSCO | 0.48% | 0.49% |
| Intel Corp INTC | 0.47% | 0.50% |
| Costco Wholesale Corp COST | 0.45% | 0.43% |
| Chevron Corp CVX | 0.43% | 0.43% |
| Bank of America Corp BAC | 0.43% | 0.45% |
Based on the holdings compared above
IQQW and SWRD overlap by 94.9% by weight, across 1,155 shared companies.
The largest companies held in both funds are Apple Inc, NVIDIA CORP, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 94.9% 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.
IQQW has a 0.50% expense ratio and SWRD has 0.12%.
IQQW has a weighted P/E of 25.0 and SWRD has a weighted P/E of 25.0.
See the companies and duplicated exposure across every fund you hold.