USUE vs VWCE: fund overlap
ETF comparisons / USUE vs VWCE
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc compared with Vanguard FTSE All-World UCITS ETF (USD) Accumulating
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc
Vanguard FTSE All-World UCITS ETF (USD) Accumulating
Both lines rebased to 0% over their shared dates
353 companies held in both funds
| Shared company | USUE | VWCE |
|---|---|---|
| Apple Inc AAPL | 1.68% | 4.23% |
| ALPHABET INC GOOGL 2 share classes | 1.41% | 3.58% |
| ↳ ALPHABET INC-CL A GOOGL | 0.79% | 1.99% |
| ↳ ALPHABET INC-CL C GOOG | 0.63% | 1.58% |
| Microsoft Corp MSFT | 0.95% | 3.27% |
| JPMorgan Chase & Co JPM | 0.97% | 0.89% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 1.03% | 0.89% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 1.03% | 0.73% |
| ↳ Berkshire Hathaway Inc BRK | 0.00% | 0.16% |
| Micron Technology Inc MU | 1.08% | 0.88% |
| ELI LILLY & CO LLY | 0.94% | 0.87% |
| META PLATFORMS INC-CLASS A META | 0.76% | 1.16% |
| NVIDIA CORP NVDA | 0.76% | 4.44% |
| ADVANCED MICRO DEVICES AMD | 0.93% | 0.73% |
| BROADCOM INC AVGO | 0.69% | 1.72% |
| JOHNSON & JOHNSON JNJ | 2.00% | 0.58% |
| Visa Inc V | 1.54% | 0.57% |
| WALMART INC. WMT | 1.25% | 0.46% |
| Mastercard Inc MA | 0.71% | 0.44% |
| CISCO SYSTEMS, INC. CSCO | 0.84% | 0.44% |
| Costco Wholesale Corp COST | 0.50% | 0.40% |
| Bank of America Corp BAC | 0.61% | 0.39% |
| Applied Materials Inc AMAT | 0.83% | 0.38% |
| Intel Corp INTC | 0.64% | 0.38% |
| UnitedHealth Group Inc UNH | 0.78% | 0.35% |
| Caterpillar Inc CAT | 1.00% | 0.35% |
| LAM RESEARCH CORPORATION LRCX | 1.53% | 0.35% |
| THE COCA-COLA COMPANY KO | 0.53% | 0.32% |
| THE PROCTER & GAMBLE COMPANY PG | 0.90% | 0.32% |
Based on the holdings compared above
USUE and VWCE overlap by 36.1% by weight, across 353 shared companies.
The largest companies held in both funds are Apple Inc, ALPHABET INC, Microsoft Corp, JPMorgan Chase & Co, BERKSHIRE HATHAWAY INC..
Holding both means 36.1% 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.
USUE has a 0.25% expense ratio and VWCE has 0.14%.
USUE has a weighted P/E of 21.8 and VWCE has a weighted P/E of 23.5.
See the companies and duplicated exposure across every fund you hold.