Avantis Global Equity UCITS ET ETFS
ETF comparisons / AVWC vs CSPX
AVWC vs CSPX
Avantis Global Equity UCITS ET ETFS compared with iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
411 companies held in both funds
| Shared company | AVWC | CSPX |
|---|---|---|
| NVIDIA CORP NVDA | 3.79% | 8.29% |
| Apple Inc AAPL | 3.35% | 6.94% |
| Microsoft Corp MSFT | 2.86% | 5.63% |
| AMAZON.COM INC AMZN | 2.70% | 3.77% |
| ALPHABET INC GOOGL 2 share classes | 2.46% | 5.40% |
| ↳ ALPHABET INC-CL A GOOGL | 1.36% | 3.00% |
| ↳ ALPHABET INC-CL C GOOG | 1.10% | 2.40% |
| Micron Technology Inc MU | 1.50% | 1.58% |
| META PLATFORMS INC-CLASS A META | 1.32% | 1.88% |
| JPMorgan Chase & Co JPM | 0.94% | 1.43% |
| ELI LILLY & CO LLY | 0.90% | 1.40% |
| ExxonMobil Holdings Corporation 2670549D | 0.77% | 0.97% |
| BROADCOM INC AVGO | 0.65% | 2.64% |
| LAM RESEARCH CORPORATION LRCX | 0.56% | 0.60% |
| JOHNSON & JOHNSON JNJ | 0.48% | 0.96% |
| Chevron Corp CVX | 0.47% | 0.56% |
| Costco Wholesale Corp COST | 0.46% | 0.62% |
| Caterpillar Inc CAT | 0.46% | 0.56% |
| Visa Inc V | 0.45% | 0.95% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.44% | 1.39% |
| Mastercard Inc MA | 0.38% | 0.72% |
| MORGAN STANLEY MS | 0.38% | 0.39% |
| Merck & Co Inc MRK | 0.35% | 0.55% |
| Applied Materials Inc AMAT | 0.35% | 0.57% |
| TESLA INC TSLA | 0.35% | 1.50% |
| Wells Fargo & Co WFC | 0.35% | 0.39% |
| Bank of America Corp BAC | 0.34% | 0.60% |
AVWC and CSPX questions
Based on the holdings compared above
How much do AVWC and CSPX overlap?
AVWC and CSPX overlap by 51.9% by weight, across 411 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 51.9% 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 26.6.
See the companies and duplicated exposure across every fund you hold.