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)
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
148 companies held in both funds
| Shared company | CSPX | SUSW |
|---|---|---|
| NVIDIA CORP NVDA | 7.94% | 8.16% |
| TESLA INC TSLA | 1.41% | 2.83% |
| Visa Inc V | 0.91% | 2.71% |
| Applied Materials Inc AMAT | 0.70% | 2.76% |
| LAM RESEARCH CORPORATION LRCX | 0.63% | 2.47% |
| Home Depot Inc/The HD | 0.51% | 1.33% |
| THE COCA-COLA COMPANY KO | 0.49% | 1.44% |
| GE VERNOVA INC. GEV | 0.43% | 1.28% |
| Palo Alto Networks Inc PANW | 0.41% | 1.63% |
| Amgen Inc AMGN | 0.31% | 0.92% |
| WESTERN DIGITAL CORPORATION WDC | 0.30% | 1.19% |
| Pepsico, Inc. PEP | 0.29% | 0.85% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.29% | 1.10% |
| Verizon Communications Inc VZ | 0.29% | 2.46% |
| AMERICAN EXPRESS COMPANY AXP | 0.28% | 0.83% |
| Gilead Sciences Inc GILD | 0.26% | 0.75% |
| Walt Disney Co/The DIS | 0.25% | 2.21% |
| DEERE & CO DE | 0.24% | 0.68% |
| Booking Holdings Inc BKNG | 0.21% | 0.56% |
| S&P GLOBAL INC. SPGI | 0.20% | 0.58% |
| Progressive Corp/The PGR | 0.19% | 0.56% |
| Vertex Pharmaceuticals Inc VRTX | 0.19% | 0.55% |
| LOWE'S COMPANIES, INC. LOW | 0.18% | 0.46% |
| STRYKER CORPORATION SYK | 0.17% | 0.50% |
| The Bank of New York Mellon Corporation BK | 0.17% | 0.51% |
Based on the holdings compared above
CSPX and SUSW overlap by 25.3% by weight, across 148 shared companies.
The largest companies held in both funds are NVIDIA CORP, TESLA INC, Visa Inc, Applied Materials Inc, LAM RESEARCH CORPORATION.
Holding both means 25.3% 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 24.5 and SUSW has a weighted P/E of 23.6.
See the companies and duplicated exposure across every fund you hold.