CSPX vs H4ZN: fund overlap
ETF comparisons / CSPX vs H4ZN
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with HSBC S&P 500 UCITS ETF - USD (Acc)
CSPX and H4ZN overlap by 96.4% by weight, across 482 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
HSBC S&P 500 UCITS ETF - USD (Acc)
Both lines rebased to 0% over their shared dates
482 companies held in both funds
| Shared company | CSPX | H4ZN |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 7.76% |
| Apple Inc AAPL | 7.65% | 7.71% |
| Microsoft Corp MSFT | 5.91% | 5.92% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 5.15% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 2.86% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 2.29% |
| AMAZON.COM INC AMZN | 3.59% | 3.70% |
| BROADCOM INC AVGO | 2.47% | 2.32% |
| META PLATFORMS INC-CLASS A META | 2.07% | 2.15% |
| TESLA INC TSLA | 1.71% | 1.59% |
| ELI LILLY & CO LLY | 1.65% | 1.55% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 1.53% |
| Micron Technology Inc MU | 1.58% | 1.50% |
| JPMorgan Chase & Co JPM | 1.37% | 1.34% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 1.28% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 1.14% |
| Visa Inc V | 1.05% | 1.06% |
| JOHNSON & JOHNSON JNJ | 1.00% | 0.97% |
| WALMART INC. WMT | 0.81% | 0.81% |
| AbbVie Inc ABBV | 0.77% | 0.77% |
| Mastercard Inc MA | 0.77% | 0.77% |
| Chevron Corp CVX | 0.69% | 0.70% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 0.69% |
| Costco Wholesale Corp COST | 0.66% | 0.68% |
| Intel Corp INTC | 0.69% | 0.66% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 0.64% |
| THE PROCTER & GAMBLE COMPANY PG | 0.56% | 0.57% |
Based on the holdings compared above
CSPX and H4ZN overlap by 96.4% by weight, across 482 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 96.4% 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 H4ZN has 0.09%.
CSPX has a weighted P/E of 26.9 and H4ZN has a weighted P/E of 26.8.
See the companies and duplicated exposure across every fund you hold.