VGWE vs VUAA: fund overlap
ETF comparisons / VGWE vs VUAA
Vanguard FTSE All-World High Dividend Yield UCITS ETF - USD Acc compared with Vanguard S&P 500 UCITS ETF ETFS
VGWE and VUAA overlap by 26.9% by weight, across 185 shared companies.
Vanguard FTSE All-World High Dividend Yield UCITS ETF - USD Acc
Vanguard S&P 500 UCITS ETF ETFS
Both lines rebased to 0% over their shared dates
185 companies held in both funds
| Shared company | VGWE | VUAA |
|---|---|---|
| JPMorgan Chase & Co JPM | 2.15% | 1.46% |
| ExxonMobil Holdings Corporation 2670549D | 1.48% | 1.00% |
| JOHNSON & JOHNSON JNJ | 1.41% | 0.96% |
| CISCO SYSTEMS, INC. CSCO | 1.05% | 0.71% |
| AbbVie Inc ABBV | 1.02% | 0.69% |
| Bank of America Corp BAC | 0.94% | 0.63% |
| UnitedHealth Group Inc UNH | 0.86% | 0.58% |
| Chevron Corp CVX | 0.84% | 0.57% |
| THE COCA-COLA COMPANY KO | 0.78% | 0.53% |
| THE PROCTER & GAMBLE COMPANY PG | 0.77% | 0.52% |
| Home Depot Inc/The HD | 0.76% | 0.51% |
| Merck & Co Inc MRK | 0.74% | 0.50% |
| Philip Morris International Inc PM | 0.68% | 0.46% |
| RTX Corp RTX | 0.67% | 0.45% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.51% | 0.44% |
| Wells Fargo & Co WFC | 0.61% | 0.41% |
| MORGAN STANLEY MS | 0.54% | 0.39% |
| Texas Instruments Inc TXN | 0.57% | 0.39% |
| CITIGROUP INC. C | 0.40% | 0.34% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.48% | 0.33% |
| Amgen Inc AMGN | 0.48% | 0.32% |
| Verizon Communications Inc VZ | 0.45% | 0.30% |
| McDonald's Corp MCD | 0.44% | 0.30% |
| Pepsico, Inc. PEP | 0.44% | 0.30% |
| Abbott Laboratories ABT | 0.42% | 0.29% |
Based on the holdings compared above
VGWE and VUAA overlap by 26.9% by weight, across 185 shared companies.
The largest companies held in both funds are JPMorgan Chase & Co, ExxonMobil Holdings Corporation, JOHNSON & JOHNSON, CISCO SYSTEMS, INC., AbbVie Inc.
Holding both means 26.9% 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.
VGWE has a 0.29% expense ratio and VUAA has 0.07%.
VGWE has a weighted P/E of 18.3 and VUAA has a weighted P/E of 19.7.
See the companies and duplicated exposure across every fund you hold.