CSPX vs IWDE: fund overlap
ETF comparisons / CSPX vs IWDE
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with iShares MSCI World EUR Hedged UCITS ETF (Acc)
CSPX and IWDE overlap by 71.5% by weight, across 441 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
iShares MSCI World EUR Hedged UCITS ETF (Acc)
Both lines rebased to 0% over their shared dates
441 companies held in both funds
| Shared company | CSPX | IWDE |
|---|---|---|
| Apple Inc AAPL | 7.65% | 5.66% |
| NVIDIA CORP NVDA | 7.77% | 5.42% |
| Microsoft Corp MSFT | 5.91% | 4.14% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 3.30% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 1.84% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 1.46% |
| AMAZON.COM INC AMZN | 3.59% | 2.61% |
| BROADCOM INC AVGO | 2.47% | 1.73% |
| META PLATFORMS INC-CLASS A META | 2.07% | 1.52% |
| TESLA INC TSLA | 1.71% | 1.28% |
| ELI LILLY & CO LLY | 1.65% | 1.22% |
| Micron Technology Inc MU | 1.58% | 1.17% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 1.02% |
| JPMorgan Chase & Co JPM | 1.37% | 1.01% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 0.85% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 0.84% |
| Visa Inc V | 1.05% | 0.75% |
| JOHNSON & JOHNSON JNJ | 1.00% | 0.73% |
| WALMART INC. WMT | 0.81% | 0.59% |
| Mastercard Inc MA | 0.77% | 0.57% |
| AbbVie Inc ABBV | 0.77% | 0.57% |
| Costco Wholesale Corp COST | 0.66% | 0.49% |
| Chevron Corp CVX | 0.69% | 0.47% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 0.47% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 0.47% |
| Intel Corp INTC | 0.69% | 0.45% |
| THE PROCTER & GAMBLE COMPANY PG | 0.56% | 0.41% |
Based on the holdings compared above
CSPX and IWDE overlap by 71.5% by weight, across 441 shared companies.
The largest companies held in both funds are Apple Inc, NVIDIA CORP, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 71.5% 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 IWDE has 0.55%.
CSPX has a weighted P/E of 26.9 and IWDE has a weighted P/E of 24.8.
See the companies and duplicated exposure across every fund you hold.