ACWI vs PBUS overlap - what they share and where they differ

ACWI and PBUS share 60.3% of their weight across 504 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ACWI and PBUS

60.3%

504 shared positions

ACWI

iShares MSCI ACWI ETF

Reported positions cover 98% of the fund, 1,571 positions · Apr 30, 2026

Top 10: 25.4%·Holdings of ACWI

PBUS

Invesco MSCI USA ETF

Reported positions cover 99% of the fund, 533 positions · May 31, 2026

Top 10: 39.6%·Holdings of PBUS

Reported positions cover ACWI 98%, PBUS 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

PBUS vs ACWI side by side

ACWIiShares MSCI ACWI ETF

1,571

stock positions reported to the SEC

37.8% of its weight is in 1,067 names PBUS does not hold

PBUSInvesco MSCI USA ETF

533

stock positions reported to the SEC

4.1% of its weight is in 29 names ACWI does not hold

Where each fund's weight sits

ACWI
PBUS
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
33.5%
49.4%
Consumer Cyclical
7.6%
10.2%
Financial Services
9.6%
9.3%
Healthcare
6.7%
8.6%
Industrials
3.0%
3.8%

The widest gap is Technology: PBUS has 15.9 points more of it.

The figures side by side

ACWIPBUS
Filing dateApr 30, 2026May 31, 2026
Stock positions reported1,571533
Weight of the ten largest25.4%39.6%
Largest positionNVDA 4.9%NVDA 7.8%
Held alone1,067 positions, 37.8%29 positions, 4.1%
Covered by stock positions98%99%

Holdings they share

StockIn ACWIIn PBUSCounted
NVDANVIDIA CORPORATION4.88%7.77%4.88%
GOOGLALPHABET INC.4.12%6.12%4.12%
AAPLAPPLE INC.4.01%6.94%4.01%
MSFTMICROSOFT CORPORATION2.90%4.81%2.90%
AMZNAMAZON.COM, INC.2.57%3.94%2.57%
AVGOBROADCOM INC.1.89%3.05%1.89%
METAMETA PLATFORMS, INC.1.34%2.09%1.34%
TSLATESLA, INC.1.09%1.86%1.09%
JPMORGAN CHASE & CO.0.85%1.23%0.85%
LLYELI LILLY AND COMPANY0.75%1.34%0.75%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ACWI

TSMTaiwan Semiconductor Manufacturing Company Limited1.73%
SAMSUNG ELECTRONICS CO., LTD.0.81%
EXXON MOBIL CORPORATION0.65%
ASMLASML Holding N.V.0.56%
SKHYSK hynix Inc.0.49%
TENCENT HOLDINGS LIMITED0.39%
HSBCHSBC HOLDINGS PLC0.32%
GENERAL ELECTRIC COMPANY0.31%
MUFGMitsubishi Corporation0.31%
ROCHE HOLDING AG0.30%

Only in PBUS

EXXON MOBIL CORP.0.93%
GENERAL ELECTRIC CO.0.52%
LINLinde PLC0.35%
STXSeagate Technology Holdings PLC0.29%
TJX COS., INC. (THE)0.26%
EATON CORP. PLC0.24%
LOWE'S COS., INC.0.18%
ACNAccenture PLC0.17%
MDTMedtronic PLC0.14%
WILLIAMS COS., INC. (THE)0.13%

Questions people ask

Is ACWI the same as PBUS?

60.3% of their weight sits in the same 504 holdings. ACWI also reports TSM, SAMSUNG ELECTRONICS CO., LTD., EXXON MOBIL CORPORATION, which the other does not. PBUS also reports EXXON MOBIL CORP., GENERAL ELECTRIC CO., LIN, which the other does not.

How is the overlap between ACWI and PBUS measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of ACWI and 99% of PBUS, so the number cannot exceed the smaller coverage.

Which holds more, PBUS or ACWI?

ACWI reports 1,571 stock positions and PBUS reports 533. 37.8% of ACWI's weight sits in names PBUS does not hold, and 4.1% of PBUS's weight in names ACWI does not hold. The ten largest positions are 25.4% of ACWI and 39.6% of PBUS.

How do ACWI and PBUS differ by sector?

The widest gap is Technology: PBUS has 15.9 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

ACWI against other funds in the table

PBUS against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.