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ETF overlap

IWQU vs VUSA: how much do they overlap?

iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IWQU) and Vanguard S&P 500 UCITS ETF (Dist) (VUSA) have a 41.82% holdings overlap. 73.66% of IWQU's holdings by weight are also held by VUSA, and 49.33% the other way. They share 135 securities. Computed from the funds' published holdings.

Holdings overlap 41.82% 135 shared securities
73.66% of IWQU is also in VUSA
49.33% of VUSA is also in IWQU

Top shared holdings

Securities held by both, by overlapping weight

HoldingIWQUVUSA
Apple Inc 5.30% 6.43%
NVIDIA Corp 4.98% 7.83%
Microsoft Corp 5.01% 4.89%
Meta Platforms Inc 3.39% 2.16%
Alphabet Inc 1.84% 3.61%
Alphabet Inc 1.47% 2.89%
Eli Lilly & Co 2.58% 1.20%
Visa Inc 3.13% 0.90%
Johnson & Johnson 1.15% 0.89%
Walmart Inc 0.89% 0.93%
Costco Wholesale Corp 0.94% 0.73%
Caterpillar Inc 1.33% 0.67%
Mastercard Inc 1.78% 0.66%
Netflix Inc 1.20% 0.64%
Procter & Gamble Co/The 0.74% 0.55%
Lam Research Corp 2.41% 0.52%
Applied Materials Inc 1.86% 0.51%
Coca-Cola Co/The 0.77% 0.49%
Merck & Co Inc 0.77% 0.44%
Texas Instruments Inc 0.84% 0.41%
Linde PLC 0.61% 0.38%
KLA Corp 1.43% 0.37%
PepsiCo Inc 0.45% 0.35%
Amphenol Corp 0.55% 0.29%
Arista Networks Inc 0.62% 0.29%

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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.