CSPX vs JRGE: fund overlap
ETF comparisons / CSPX vs JRGE
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)
CSPX and JRGE overlap by 59.5% by weight, across 233 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)
Both lines rebased to 0% over their shared dates
233 companies held in both funds
| Shared company | CSPX | JRGE |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 5.52% |
| Apple Inc AAPL | 7.65% | 5.49% |
| Microsoft Corp MSFT | 5.91% | 4.48% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 3.28% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 1.83% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 1.45% |
| AMAZON.COM INC AMZN | 3.59% | 2.87% |
| BROADCOM INC AVGO | 2.47% | 1.72% |
| META PLATFORMS INC-CLASS A META | 2.07% | 1.58% |
| Micron Technology Inc MU | 1.58% | 1.21% |
| ELI LILLY & CO LLY | 1.65% | 1.15% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 1.14% |
| TESLA INC TSLA | 1.71% | 1.07% |
| JOHNSON & JOHNSON JNJ | 1.00% | 0.99% |
| Visa Inc V | 1.05% | 0.91% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 0.90% |
| Mastercard Inc MA | 0.77% | 0.92% |
| AbbVie Inc ABBV | 0.77% | 0.88% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 0.70% |
| UnitedHealth Group Inc UNH | 0.55% | 0.51% |
| Bank of America Corp BAC | 0.50% | 0.52% |
| LAM RESEARCH LRCX | 0.48% | 0.57% |
| Texas Instruments Inc TXN | 0.43% | 0.45% |
| WALMART INC. WMT | 0.81% | 0.42% |
| Costco Wholesale Corp COST | 0.66% | 0.41% |
| RTX Corp RTX | 0.40% | 0.70% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 0.40% |
Based on the holdings compared above
CSPX and JRGE overlap by 59.5% by weight, across 233 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 59.5% 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 JRGE has 0.25%.
CSPX has a weighted P/E of 26.9 and JRGE has a weighted P/E of 25.1.
See the companies and duplicated exposure across every fund you hold.