ACWI vs CSPX: fund overlap
ETF comparisons / ACWI vs CSPX
State Street SPDR MSCI All Country World UCITS ETF (Acc) compared with iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
State Street SPDR MSCI All Country World UCITS ETF (Acc)
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Both lines rebased to 0% over their shared dates
431 companies held in both funds
| Shared company | ACWI | CSPX |
|---|---|---|
| NVIDIA CORP NVDA | 4.83% | 7.94% |
| Apple Inc AAPL | 4.30% | 7.42% |
| ALPHABET INC GOOGL 2 share classes | 3.45% | 5.28% |
| ↳ ALPHABET INC-CL A GOOGL | 1.94% | 2.92% |
| ↳ ALPHABET INC-CL C GOOG | 1.51% | 2.36% |
| Microsoft Corp MSFT | 3.42% | 4.44% |
| AMAZON.COM INC AMZN | 2.53% | 3.59% |
| BROADCOM INC AVGO | 1.80% | 2.91% |
| META PLATFORMS INC-CLASS A META | 1.27% | 2.09% |
| Micron Technology Inc MU | 0.94% | 1.75% |
| ELI LILLY & CO LLY | 0.94% | 1.47% |
| JPMorgan Chase & Co JPM | 0.93% | 1.47% |
| TESLA INC TSLA | 0.90% | 1.41% |
| ADVANCED MICRO DEVICES AMD | 0.74% | 1.38% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.68% | 1.41% |
| ExxonMobil Holdings Corporation 2670549D | 0.64% | 1.02% |
| JOHNSON & JOHNSON JNJ | 0.60% | 0.98% |
| Visa Inc V | 0.58% | 0.91% |
| WALMART INC. WMT | 0.48% | 0.74% |
| CISCO SYSTEMS, INC. CSCO | 0.46% | 0.70% |
| Mastercard Inc MA | 0.44% | 0.67% |
| AbbVie Inc ABBV | 0.42% | 0.71% |
| Intel Corp INTC | 0.41% | 0.74% |
| Bank of America Corp BAC | 0.41% | 0.63% |
| Applied Materials Inc AMAT | 0.40% | 0.70% |
| Costco Wholesale Corp COST | 0.40% | 0.64% |
| Caterpillar Inc CAT | 0.38% | 0.65% |
Based on the holdings compared above
ACWI and CSPX overlap by 61.3% by weight, across 431 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 61.3% 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.
ACWI has a 0.12% expense ratio and CSPX has 0.07%.
ACWI has a weighted P/E of 22.3 and CSPX has a weighted P/E of 24.5.
See the companies and duplicated exposure across every fund you hold.