AVWC vs CSPX: fund overlap

ETF comparisons  /  AVWC vs CSPX

equity comparison · AVWC 2026-10-12 · CSPX 2026-10-09

AVWC vs CSPX

Avantis Global Equity UCITS ET ETFS compared with iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)

The funds share a substantial core but differ outside it.AVWC has 1,799 companies outside the overlap; CSPX has 93.

Do AVWC and CSPX overlap?

AVWC and CSPX overlap by 53.0% by weight, across 409 shared companies.

AVWCequity

Avantis Global Equity UCITS ET ETFS

4,350holdings
0.22%annual fee
Europemarket
Valuation2,114 companies covered
21.5×P / E94% by weight
2.97×P / B89% by weight
4.7%Earnings yield
AVWC holdings and fund profile
CSPXequity

iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)

511holdings
0.07%annual fee
Europemarket
Valuation490 companies covered
27.0×P / E97% by weight
5.52×P / B85% by weight
3.7%Earnings yield
CSPX holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

409 companies held in both funds

AVWC weight CSPX weight
Shared companyAVWC CSPX
NVIDIA CORP NVDA
4.11%
8.23%
Apple Inc AAPL
3.70%
7.29%
Microsoft Corp MSFT
3.27%
5.89%
AMAZON.COM INC AMZN
2.66%
3.82%
ALPHABET INC GOOGL 2 share classes
2.48%
5.51%
↳ ALPHABET INC-CL A GOOGL1.37%3.06%
↳ ALPHABET INC-CL C GOOG1.11%2.46%
META PLATFORMS INC-CLASS A META
1.68%
2.35%
Micron Technology Inc MU
1.59%
1.73%
ELI LILLY & CO LLY
1.02%
1.40%
JPMorgan Chase & Co JPM
0.91%
1.31%
ExxonMobil Holdings Corporation 2670549D
0.84%
1.03%
BROADCOM INC AVGO
0.62%
2.55%
Chevron Corp CVX
0.49%
0.62%
JOHNSON & JOHNSON JNJ
0.48%
0.94%
Visa Inc V
0.47%
0.98%
Costco Wholesale Corp COST
0.46%
0.62%
BERKSHIRE HATHAWAY INC. BRK/B
0.45%
1.43%
Caterpillar Inc CAT
0.44%
0.55%
ADVANCED MICRO DEVICES AMD
0.40%
1.47%
Mastercard Inc MA
0.39%
0.71%
TESLA INC TSLA
0.37%
1.60%
Applied Materials Inc AMAT
0.36%
0.60%
WALMART INC. WMT
0.35%
0.74%
MORGAN STANLEY MS
0.35%
0.34%
LAM RESEARCH CORPORATION LRCX
0.34%
0.59%
Wells Fargo & Co WFC
0.34%
0.38%

AVWC and CSPX questions

Based on the holdings compared above

How much do AVWC and CSPX overlap?

AVWC and CSPX overlap by 53.0% by weight, across 409 shared companies.

Which companies do AVWC and CSPX both hold?

The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, ALPHABET INC.

Can I hold both AVWC and CSPX?

Holding both means 53.0% 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.

Is AVWC or CSPX cheaper?

AVWC has a 0.22% expense ratio and CSPX has 0.07%.

How do AVWC and CSPX compare on valuation?

AVWC has a weighted P/E of 21.5 and CSPX has a weighted P/E of 27.0.

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