BCFI vs CSPX: fund overlap
ETF comparisons / BCFI vs CSPX
UBS ETF (IE) MSCI World UCITS ETF (hedged to EUR) A-acc compared with iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
BCFI and CSPX overlap by 69.7% by weight, across 418 shared companies.
UBS ETF (IE) MSCI World UCITS ETF (hedged to EUR) A-acc
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
418 companies held in both funds
| Shared company | BCFI | CSPX |
|---|---|---|
| NVIDIA CORP NVDA | 5.65% | 7.77% |
| Apple Inc AAPL | 5.40% | 7.44% |
| ALPHABET INC GOOGL 2 share classes | 3.94% | 5.61% |
| ↳ ALPHABET INC-CL A GOOGL | 2.20% | 3.12% |
| ↳ ALPHABET INC-CL C GOOG | 1.74% | 2.49% |
| Microsoft Corp MSFT | 3.91% | 5.71% |
| AMAZON.COM INC AMZN | 2.74% | 3.78% |
| BROADCOM INC AVGO | 1.84% | 2.48% |
| META PLATFORMS INC-CLASS A META | 1.59% | 2.22% |
| Micron Technology Inc MU | 1.25% | 1.59% |
| TESLA INC TSLA | 1.17% | 1.54% |
| JPMorgan Chase & Co JPM | 1.06% | 1.43% |
| ELI LILLY & CO LLY | 1.01% | 1.37% |
| ADVANCED MICRO DEVICES AMD | 0.92% | 1.22% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.81% | 1.44% |
| JOHNSON & JOHNSON JNJ | 0.72% | 0.98% |
| Visa Inc V | 0.69% | 0.95% |
| WALMART INC. WMT | 0.52% | 0.73% |
| Mastercard Inc MA | 0.52% | 0.71% |
| AbbVie Inc ABBV | 0.51% | 0.70% |
| Intel Corp INTC | 0.50% | 0.73% |
| CISCO SYSTEMS, INC. CSCO | 0.48% | 0.66% |
| Bank of America Corp BAC | 0.46% | 0.59% |
| Costco Wholesale Corp COST | 0.45% | 0.62% |
| Chevron Corp CVX | 0.44% | 0.60% |
| LAM RESEARCH CORPORATION LRCX | 0.42% | 0.52% |
| Caterpillar Inc CAT | 0.42% | 0.55% |
Based on the holdings compared above
BCFI and CSPX overlap by 69.7% by weight, across 418 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 69.7% 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.
BCFI has a 0.09% expense ratio and CSPX has 0.07%.
BCFI has a weighted P/E of 25.0 and CSPX has a weighted P/E of 27.3.
See the companies and duplicated exposure across every fund you hold.