MXWO vs SWRD: fund overlap
ETF comparisons / MXWO vs SWRD
MSCI WORLD TRN INDEX SOURCE ETF ETF ON MSCI World Total Return* (Net) INVESCO MSCI WORLD UCITS ETF compared with State Street SPDR MSCI World UCITS ETF
MXWO and SWRD overlap by 94.6% by weight, across 1,215 shared companies.
MSCI WORLD TRN INDEX SOURCE ETF ETF ON MSCI World Total Return* (Net) INVESCO MSCI WORLD UCITS ETF
State Street SPDR MSCI World UCITS ETF
Both lines rebased to 0% over their shared dates
1,215 companies held in both funds
| Shared company | MXWO | SWRD |
|---|---|---|
| NVIDIA CORP NVDA | 5.46% | 5.76% |
| Apple Inc AAPL | 5.10% | 5.41% |
| Microsoft Corp MSFT | 3.94% | 4.12% |
| ALPHABET INC GOOGL 2 share classes | 3.91% | 4.03% |
| ↳ ALPHABET INC-CL A GOOGL | 2.19% | 2.26% |
| ↳ ALPHABET INC-CL C GOOG | 1.72% | 1.77% |
| AMAZON.COM INC AMZN | 2.80% | 2.78% |
| BROADCOM INC AVGO | 1.80% | 1.79% |
| META PLATFORMS INC-CLASS A META | 1.38% | 1.72% |
| Micron Technology Inc MU | 1.14% | 1.27% |
| TESLA INC TSLA | 1.07% | 1.20% |
| ELI LILLY & CO LLY | 1.02% | 1.03% |
| JPMorgan Chase & Co JPM | 1.04% | 0.97% |
| ADVANCED MICRO DEVICES AMD | 0.82% | 1.08% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.76% | 0.79% |
| ASML Holding N.V. ASML | 0.73% | 0.75% |
| ExxonMobil Holdings Corporation 2670549D | 0.71% | 0.77% |
| Visa Inc V | 0.70% | 0.70% |
| JOHNSON & JOHNSON JNJ | 0.70% | 0.69% |
| Mastercard Inc MA | 0.53% | 0.52% |
| WALMART INC. WMT | 0.49% | 0.53% |
| AbbVie Inc ABBV | 0.49% | 0.53% |
| CISCO SYSTEMS, INC. CSCO | 0.47% | 0.51% |
| Costco Wholesale Corp COST | 0.46% | 0.45% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.44% | 0.50% |
| Intel Corp INTC | 0.43% | 0.50% |
| LAM RESEARCH CORPORATION LRCX | 0.41% | 0.44% |
Based on the holdings compared above
MXWO and SWRD overlap by 94.6% by weight, across 1,215 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 94.6% 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.
MXWO has a 0.05% expense ratio and SWRD has 0.12%.
MXWO has a weighted P/E of 24.1 and SWRD has a weighted P/E of 24.8.
See the companies and duplicated exposure across every fund you hold.