71% of the money in IWDA and SXR8 is in the same companies. Holding both adds some spread, but more than half of the money is in the same companies.
By weight, from the full holdings of both funds: for every company in both, the smaller of its two weights, added up.
| IWDA | SXR8 | |
|---|---|---|
| Yearly fee | 0.20% | 0.07% |
| Holdings | 1,249 | 504 |
| United States | 73% | 100% |
| Top 10 holdings | 27% | 37% |
| In stocks we grade D/F | 2.5% | 1.7% |
10 of the 10 largest holdings are the same.
IWDA costs 0.20% a year and holds 1,249 companies, 73% in the United States. SXR8 costs 0.07% and holds 504, 100% in the United States. 71% of their money is in the same companies.
That depends on what you want, and this is not advice. A fact to start from: 71% of their money is in the same companies. Holding both adds some spread, but more than half of the money is in the same companies.
Do you hold both? See your real positions.
Other comparisons: VWCE vs IWDA · VWCE vs SXR8 · IWDA vs CSPX · IWDA vs EIMI · IWDA vs SPPW · IWDA vs XDWD · CSPX vs SXR8 · SXR8 vs VUAA · SXR8 vs JEQP · IWDA vs VWRL · IWDA vs VUAA · IWDA vs EXUS · SXR8 vs EQQQ · SXR8 vs SXRV
Holdings as of 2026-10-30 (FMP). Updated every week. Educational, not investment advice.