MXWO vs VUAA: fund overlap
ETF comparisons / MXWO vs VUAA
MSCI WORLD TRN INDEX SOURCE ETF ETF ON MSCI World Total Return* (Net) INVESCO MSCI WORLD UCITS ETF compared with Vanguard S&P 500 UCITS ETF ETFS
MXWO and VUAA overlap by 67.7% by weight, across 438 shared companies.
MSCI WORLD TRN INDEX SOURCE ETF ETF ON MSCI World Total Return* (Net) INVESCO MSCI WORLD UCITS ETF
Vanguard S&P 500 UCITS ETF ETFS
Both lines rebased to 0% over their shared dates
438 companies held in both funds
| Shared company | MXWO | VUAA |
|---|---|---|
| NVIDIA CORP NVDA | 5.18% | 7.54% |
| Apple Inc AAPL | 5.07% | 7.04% |
| Microsoft Corp MSFT | 3.66% | 5.35% |
| AMAZON.COM INC AMZN | 2.94% | 4.12% |
| ALPHABET INC GOOGL 2 share classes | 4.16% | 2.61% |
| ↳ ALPHABET INC-CL C GOOG | 1.84% | 2.61% |
| ↳ ALPHABET INC-CL A GOOGL | 2.32% | 0.00% |
| BROADCOM INC AVGO | 1.96% | 2.86% |
| META PLATFORMS INC-CLASS A META | 1.37% | 1.90% |
| JPMorgan Chase & Co JPM | 1.05% | 1.46% |
| Micron Technology Inc MU | 1.04% | 1.44% |
| ELI LILLY & CO LLY | 1.03% | 1.41% |
| TESLA INC TSLA | 0.98% | 1.36% |
| ADVANCED MICRO DEVICES AMD | 0.87% | 1.20% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.79% | 1.45% |
| ExxonMobil Holdings Corporation 2670549D | 0.72% | 1.00% |
| JOHNSON & JOHNSON JNJ | 0.69% | 0.96% |
| Visa Inc V | 0.69% | 0.94% |
| WALMART INC. WMT | 0.54% | 0.76% |
| Mastercard Inc MA | 0.52% | 0.72% |
| CISCO SYSTEMS, INC. CSCO | 0.51% | 0.71% |
| AbbVie Inc ABBV | 0.50% | 0.69% |
| Costco Wholesale Corp COST | 0.47% | 0.66% |
| Bank of America Corp BAC | 0.47% | 0.63% |
| Applied Materials Inc AMAT | 0.45% | 0.62% |
| Intel Corp INTC | 0.44% | 0.66% |
| Caterpillar Inc CAT | 0.42% | 0.58% |
Based on the holdings compared above
MXWO and VUAA overlap by 67.7% by weight, across 438 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, ALPHABET INC.
Holding both means 67.7% 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 VUAA has 0.07%.
MXWO has a weighted P/E of 24.8 and VUAA has a weighted P/E of 19.7.
See the companies and duplicated exposure across every fund you hold.