WFIN vs 2B7K: Overlap, Cost & Holdings

State Street® SPDR® MSCI World Financials UCITS ETF (WFIN) and iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K) overlap by 17.9 % — the share of capital both funds put into the same companies. 53 names appear in both. Holding both means buying that part twice.

The two funds

Data note 1

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	4.00 %	2.67 %	2.67 %
2	Toronto-Dominion Bank	1.32 %	0.89 %	0.89 %
3	American Express Company	1.20 %	0.79 %	0.79 %
4	Sumitomo Mitsui Financial Group Inc.	1.02 %	0.69 %	0.69 %
5	S&P Global Inc.	0.84 %	0.56 %	0.56 %
6	Progressive Corporation	0.79 %	0.53 %	0.53 %
7	Bank of Nova Scotia	0.71 %	0.49 %	0.49 %
8	Bank of New York Mellon Corp.	0.72 %	0.48 %	0.48 %
9	Zurich Insurance Group Ltd	0.72 %	0.47 %	0.47 %
10	ING Groep N.V.	0.67 %	0.45 %	0.45 %
11	PNC Financial Services Group Inc.	0.68 %	0.45 %	0.45 %
12	U.S. Bancorp	0.65 %	0.44 %	0.44 %
13	AIA Group Limited	0.63 %	0.42 %	0.42 %
14	Intercontinental Exchange Inc.	0.57 %	0.38 %	0.38 %
15	Tokio Marine Holdings Inc.	0.56 %	0.37 %	0.37 %

Data note 2

What only one of them holds

More comparisons with these funds

• WFIN vs XMEU27.1 %
• WFIN vs XSX626 %
• WFIN vs XD5E17 %
• WFIN vs XESX11.8 %
• WFIN vs XESC11.8 %
• WIND vs 2B7K11.8 %
• SPFS vs 2B7K10 %