WFIN vs 2B7K

State Street® SPDR® MSCI World Financials UCITS ETF (WFIN) and iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K) overlap by 17.5% — the share of capital both funds put into the same companies. 53 names appear in both. Holding both means buying that part twice.

Data note 1

The Two Funds

Data note 2

What Both Funds Hold

The 15 largest shared positions, ranked by the weight both funds carry at once.

Shared holdings

#	Stock	WFIN	2B7K	both
1	Visa Inc. Class A	4.19%	2.82%	2.82%
2	Toronto-Dominion Bank	1.36%	0.92%	0.92%
3	American Express Company	1.13%	0.76%	0.76%
4	Sumitomo Mitsui Financial Group Inc.	1.09%	0.74%	0.74%
5	S&P Global Inc.	0.84%	0.57%	0.57%
6	Progressive Corporation	0.82%	0.56%	0.56%
7	Bank of Nova Scotia	0.78%	0.53%	0.53%
8	ING Groep N.V.	0.72%	0.48%	0.48%
9	Zurich Insurance Group Ltd	0.72%	0.48%	0.48%
10	Bank of New York Mellon Corp	0.70%	0.47%	0.47%
11	AIA Group Limited	0.68%	0.45%	0.45%
12	U.S. Bancorp	0.64%	0.43%	0.43%
13	Tokio Marine Holdings Inc.	0.65%	0.42%	0.42%
14	PNC Financial Services Group Inc.	0.63%	0.42%	0.42%
15	Intercontinental Exchange Inc.	0.59%	0.40%	0.40%

Data note 3

What Only One of Them Holds

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