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ETF overlap

ISFD vs IWVU: how much do they overlap?

iShares Core FTSE 100 UCITS ETF (Dist) (ISFD) and iShares Edge MSCI World Value Factor UCITS ETF (Acc) (IWVU) have a 8.68% holdings overlap. 51.23% of ISFD's holdings by weight are also held by IWVU, and 8.73% the other way. They share 31 securities. Computed from the funds' published holdings.

Holdings overlap 8.68% 31 shared securities
51.23% of ISFD is also in IWVU
8.73% of IWVU is also in ISFD

Top shared holdings

Securities held by both, by overlapping weight

HoldingISFDIWVU
BRITISH AMERICAN TOBACCO 3.87% 1.16%
SHELL PLC 7.47% 1.08%
HSBC HOLDINGS PLC 9.09% 0.87%
VODAFONE GROUP PLC 0.83% 0.53%
GLAXOSMITHKLINE 3.14% 0.50%
RIO TINTO PLC 3.15% 0.50%
BARCLAYS PLC 2.50% 0.48%
BP PLC 3.43% 0.37%
ADMIRAL GROUP PLC 0.34% 0.30%
NATWEST GROUP PLC 1.88% 0.30%
LLOYDS BANKING GROUP PLC 2.33% 0.28%
PRUDENTIAL PLC 0.97% 0.27%
IMPERIAL BRANDS PLC 0.83% 0.26%
TESCO PLC 1.17% 0.21%
3I GROUP PLC 0.88% 0.20%
NATIONAL GRID PLC 2.40% 0.20%
BT GROUP PLC 0.47% 0.18%
STANDARD CHARTERED PLC 1.34% 0.18%
SSE PLC 1.16% 0.13%
INFORMA PLC 0.41% 0.10%
ASSOCIATED BRITISH FOODS PLC 0.22% 0.08%
INTERNATIONAL AIRLINES GROUP SA 0.55% 0.08%
SAINSBURY(J) PLC 0.21% 0.08%
CENTRICA PLC 0.34% 0.05%
ENDEAVOUR MINING 0.30% 0.05%

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Overlap = the sum, across securities held by both funds, of the smaller of the two weights (the standard ETF-overlap definition). Figures derive from each issuer's published holdings. Methodology.