MSCI World or MSCI USA: Financials?
The two indices share 51.6 % of their weight across 77 companies, and their daily returns correlate at 0.00. Partly the same companies at noticeably different weights — the second index shifts the emphasis rather than doubling up.
Side by side
| MSCI World Financials | MSCI USA Financials | |
|---|---|---|
| Holdings covered | 206 | 77 |
| Volatility | – | – |
| Max drawdown | – | – |
| Cheapest ETF we cover | WFIN · 0.30 % | – |
The largest shared positions
| Company | MSCI World Financials | MSCI USA Financials |
|---|---|---|
| JPMorgan Chase & Co. | 6.33 % | 11.97 % |
| Berkshire Hathaway Inc. Class B | 4.58 % | 8.66 % |
| Visa Inc. Class A | 3.99 % | 7.55 % |
| Mastercard Incorporated Class A | 3.02 % | 5.70 % |
| Bank of America Corp. | 2.83 % | 5.35 % |
| Goldman Sachs Group Inc. | 2.00 % | 3.78 % |
| Wells Fargo & Company | 1.75 % | 3.32 % |
| Morgan Stanley | 1.68 % | 3.18 % |
| Citigroup Inc. | 1.54 % | 2.91 % |
| American Express Company | 1.19 % | 2.24 % |
Overlap and shared positions are computed from the holdings of one representative ETF each (XDWF and XUFI); of those we could attribute 93.7 % and 97.5 % of fund weight to individual companies, so real overlap is likely a little higher. The correlation covers 0 shared trading days.
The largest single holdings
MSCI World Financials
- JPMorgan Chase & Co. 6.33 %
- Berkshire Hathaway Inc. Class B 4.58 %
- Visa Inc. Class A 3.99 %
Mastercard Incorporated Class A 3.02 %
Bank of America Corp. 2.83 %- HSBC Holdings plc 2.30 %
Goldman Sachs Group Inc. 2.00 %
Royal Bank of Canada 1.95 %
Wells Fargo & Company 1.75 %
Morgan Stanley 1.68 %
MSCI USA Financials
- JPMorgan Chase & Co. 11.97 %
- Berkshire Hathaway Inc. Class B 8.66 %
- Visa Inc. Class A 7.55 %
- Mastercard Incorporated Class A 5.70 %
- Bank of America Corp. 5.35 %
- Goldman Sachs Group Inc. 3.78 %
- Wells Fargo & Company 3.32 %
- Morgan Stanley 3.18 %
Citigroup Inc. 2.91 %
American Express Company 2.24 %
In the Alysly network
How MSCI World Financials connects to ETFs, indices and neighbouring names — every link is a measured relation, not a recommendation.
- HSBC Holdings Stock · contains
- Visa Stock · contains
- XDWF ETF · tracks
- WFIN ETF · tracks