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ETF overlap

IWMO vs IWQU: how much do they overlap?

iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO) and iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IWQU) have a 28.4% holdings overlap. 33.75% of IWMO's holdings by weight are also held by IWQU, and 31.8% the other way. They share 75 securities. Computed from the funds' published holdings.

Holdings overlap 28.4% 75 shared securities
33.75% of IWMO is also in IWQU
31.8% of IWQU is also in IWMO

Top shared holdings

Securities held by both, by overlapping weight

HoldingIWMOIWQU
ASML HOLDING NV 2.79% 3.33%
LAM RESEARCH CORP 2.53% 2.41%
APPLIED MATERIAL INC 2.03% 1.86%
ALPHABET INC CLASS A 2.43% 1.84%
ALPHABET INC CLASS C 1.95% 1.47%
CATERPILLAR INC 2.36% 1.33%
KLA CORP 1.29% 1.43%
JOHNSON & JOHNSON 2.35% 1.15%
WALMART INC 0.92% 0.89%
TOTALENERGIES 0.83% 0.93%
ROCHE PS PAR AG 0.85% 0.82%
MERCK & CO INC 0.87% 0.77%
IBERDROLA SA 0.65% 0.87%
TEXAS INSTRUMENT INC 0.65% 0.84%
ASTRAZENECA PLC 0.66% 0.62%
NOVARTIS AG 0.88% 0.61%
ABB LTD 0.59% 0.62%
BHP GROUP LTD 0.61% 0.56%
TOKYO ELECTRON LTD 0.60% 0.55%
ADVANTEST CORP 0.54% 0.50%
RIO TINTO PLC 0.62% 0.42%
HOWMET AEROSPACE INC 0.39% 0.40%
SUNCOR ENERGY INC 0.38% 0.38%
CANADIAN NATURAL RESOURCES LTD 0.35% 0.57%
ROSS STORES INC 0.34% 0.75%

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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.