CSPX vs SUSW: fund overlap
ETF comparisons / CSPX vs SUSW
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with iShares MSCI World SRI UCITS ETF EUR (Acc)
CSPX and SUSW overlap by 24.7% by weight, across 138 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
iShares MSCI World SRI UCITS ETF EUR (Acc)
Both lines rebased to 0% over their shared dates
138 companies held in both funds
| Shared company | CSPX | SUSW |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 8.39% |
| TESLA INC TSLA | 1.54% | 3.77% |
| Visa Inc V | 0.95% | 2.91% |
| THE COCA-COLA COMPANY KO | 0.53% | 1.61% |
| LAM RESEARCH LRCX | 0.52% | 2.01% |
| Applied Materials Inc AMAT | 0.51% | 1.98% |
| Home Depot Inc/The HD | 0.47% | 1.14% |
| Palo Alto Networks Inc PANW | 0.46% | 1.79% |
| GE VERNOVA INC. GEV | 0.36% | 1.10% |
| Verizon Communications Inc VZ | 0.33% | 2.74% |
| Amgen Inc AMGN | 0.31% | 0.96% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.29% | 1.10% |
| Walt Disney Co/The DIS | 0.29% | 2.41% |
| Pepsico, Inc. PEP | 0.28% | 0.87% |
| Gilead Sciences Inc GILD | 0.28% | 0.85% |
| AMERICAN EXPRESS COMPANY AXP | 0.27% | 0.81% |
| DEERE & CO DE | 0.26% | 0.77% |
| WESTERN DIGITAL CORPORATION WDC | 0.22% | 0.87% |
| SERVICENOW, INC. NOW | 0.22% | 0.86% |
| Booking Holdings Inc BKNG | 0.21% | 0.50% |
| Vertex Pharmaceuticals Inc VRTX | 0.20% | 0.62% |
| Progressive Corp/The PGR | 0.20% | 0.60% |
| S&P GLOBAL INC. SPGI | 0.19% | 0.59% |
| Accenture PLC ACN | 0.18% | 0.70% |
| USD CASH USD | 0.25% | 0.17% |
Based on the holdings compared above
CSPX and SUSW overlap by 24.7% by weight, across 138 shared companies.
The largest companies held in both funds are NVIDIA CORP, TESLA INC, Visa Inc, THE COCA-COLA COMPANY, LAM RESEARCH.
Holding both means 24.7% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
CSPX has a 0.07% expense ratio and SUSW has 0.20%.
CSPX has a weighted P/E of 27.3 and SUSW has a weighted P/E of 25.0.
See the companies and duplicated exposure across every fund you hold.