CSPX vs FWSD: fund overlap
ETF comparisons / CSPX vs FWSD
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Invesco FTSE All-World UCITS E ETFS
CSPX and FWSD overlap by 60.6% by weight, across 411 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Invesco FTSE All-World UCITS E ETFS
Both lines rebased to 0% over their shared dates
411 companies held in both funds
| Shared company | CSPX | FWSD |
|---|---|---|
| NVIDIA CORP NVDA | 8.23% | 4.99% |
| Apple Inc AAPL | 7.29% | 4.51% |
| Microsoft Corp MSFT | 5.89% | 3.70% |
| ALPHABET INC GOOGL 2 share classes | 5.51% | 3.43% |
| ↳ ALPHABET INC-CL A GOOGL | 3.06% | 1.89% |
| ↳ ALPHABET INC-CL C GOOG | 2.46% | 1.54% |
| AMAZON.COM INC AMZN | 3.82% | 2.37% |
| BROADCOM INC AVGO | 2.55% | 1.57% |
| META PLATFORMS INC-CLASS A META | 2.35% | 1.47% |
| Micron Technology Inc MU | 1.73% | 1.08% |
| TESLA INC TSLA | 1.60% | 1.02% |
| ADVANCED MICRO DEVICES AMD | 1.47% | 0.92% |
| ELI LILLY & CO LLY | 1.40% | 0.87% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 1.43% | 0.84% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 1.43% | 0.71% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.13% |
| JPMorgan Chase & Co JPM | 1.31% | 0.79% |
| ExxonMobil Holdings Corporation 2670549D | 1.03% | 0.64% |
| Visa Inc V | 0.98% | 0.62% |
| JOHNSON & JOHNSON JNJ | 0.94% | 0.59% |
| Mastercard Inc MA | 0.71% | 0.44% |
| WALMART INC. WMT | 0.74% | 0.44% |
| Intel Corp INTC | 0.77% | 0.44% |
| AbbVie Inc ABBV | 0.73% | 0.44% |
| CISCO SYSTEMS, INC. CSCO | 0.69% | 0.44% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.71% | 0.43% |
| Applied Materials Inc AMAT | 0.60% | 0.38% |
| Costco Wholesale Corp COST | 0.62% | 0.38% |
| Chevron Corp CVX | 0.62% | 0.37% |
Based on the holdings compared above
CSPX and FWSD overlap by 60.6% by weight, across 411 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 60.6% 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 FWSD has 0.20%.
CSPX has a weighted P/E of 27.0 and FWSD has a weighted P/E of 24.2.
See the companies and duplicated exposure across every fund you hold.