CSPX vs FUSD: fund overlap
ETF comparisons / CSPX vs FUSD
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Fidelity US Quality Income UCITS ETF
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Fidelity US Quality Income UCITS ETF
Both lines rebased to 0% over their shared dates
86 companies held in both funds
| Shared company | CSPX | FUSD |
|---|---|---|
| NVIDIA CORP NVDA | 7.94% | 7.73% |
| Apple Inc AAPL | 7.42% | 6.66% |
| ALPHABET INC GOOGL 2 share classes | 5.28% | 5.46% |
| ↳ ALPHABET INC-CL A GOOGL | 2.92% | 5.46% |
| ↳ ALPHABET INC-CL C GOOG | 2.36% | 0.00% |
| Microsoft Corp MSFT | 4.44% | 5.56% |
| BROADCOM INC AVGO | 2.91% | 3.15% |
| META PLATFORMS INC-CLASS A META | 2.09% | 2.20% |
| ELI LILLY & CO LLY | 1.47% | 1.81% |
| JPMorgan Chase & Co JPM | 1.47% | 2.04% |
| ExxonMobil Holdings Corporation 2670549D | 1.02% | 1.35% |
| JOHNSON & JOHNSON JNJ | 0.98% | 1.33% |
| Visa Inc V | 0.91% | 1.48% |
| AbbVie Inc ABBV | 0.71% | 1.06% |
| Applied Materials Inc AMAT | 0.70% | 1.11% |
| CISCO SYSTEMS, INC. CSCO | 0.70% | 1.17% |
| Caterpillar Inc CAT | 0.65% | 1.33% |
| LAM RESEARCH CORPORATION LRCX | 0.63% | 0.98% |
| Chevron Corp CVX | 0.57% | 0.93% |
| THE PROCTER & GAMBLE COMPANY PG | 0.54% | 1.00% |
| Home Depot Inc/The HD | 0.51% | 1.02% |
| Merck & Co Inc MRK | 0.51% | 0.93% |
| THE COCA-COLA COMPANY KO | 0.49% | 1.10% |
| KLA Corp KLAC | 0.45% | 0.78% |
| Linde PLC LIN | 0.37% | 0.87% |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY STX | 0.32% | 0.98% |
| Amgen Inc AMGN | 0.31% | 0.78% |
Based on the holdings compared above
CSPX and FUSD overlap by 49.7% by weight, across 86 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, BROADCOM INC.
Holding both means 49.7% 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.
CSPX has a 0.07% expense ratio and FUSD has 0.25%.
CSPX has a weighted P/E of 24.5 and FUSD has a weighted P/E of 23.3.
See the companies and duplicated exposure across every fund you hold.