CSPX vs LYMS: fund overlap
ETF comparisons / CSPX vs LYMS
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Amundi Core Nasdaq-100 Swap UCITS ETF Acc
CSPX and LYMS overlap by 47.6% by weight, across 145 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Amundi Core Nasdaq-100 Swap UCITS ETF Acc
Both lines rebased to 0% over their shared dates
145 companies held in both funds
| Shared company | CSPX | LYMS |
|---|---|---|
| Apple Inc AAPL | 7.44% | 8.75% |
| Microsoft Corp MSFT | 5.71% | 8.46% |
| AMAZON.COM INC AMZN | 3.78% | 6.25% |
| BROADCOM INC AVGO | 2.48% | 3.70% |
| META PLATFORMS INC-CLASS A META | 2.22% | 4.76% |
| ALPHABET INC GOOGL 2 share classes | 5.61% | 1.93% |
| ↳ ALPHABET INC-CL A GOOGL | 3.12% | 0.00% |
| ↳ ALPHABET INC-CL C GOOG | 2.49% | 1.93% |
| Micron Technology Inc MU | 1.59% | 4.32% |
| TESLA INC TSLA | 1.54% | 2.29% |
| JPMorgan Chase & Co JPM | 1.43% | 2.45% |
| ExxonMobil Holdings Corporation 2670549D | 1.04% | 1.13% |
| JOHNSON & JOHNSON JNJ | 0.98% | 0.72% |
| Costco Wholesale Corp COST | 0.62% | 0.68% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.61% | 0.62% |
| Caterpillar Inc CAT | 0.55% | 1.46% |
| AbbVie Inc ABBV | 0.70% | 0.53% |
| THE PROCTER & GAMBLE COMPANY PG | 0.52% | 1.70% |
| NETFLIX INC NFLX | 0.51% | 0.78% |
| ELI LILLY & CO LLY | 1.37% | 0.48% |
| Home Depot Inc/The HD | 0.47% | 0.69% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.44% | 1.46% |
| Wells Fargo & Co WFC | 0.41% | 1.86% |
| Applied Materials Inc AMAT | 0.51% | 0.38% |
| CROWDSTRIKE HOLDINGS INC - A CRWD | 0.36% | 0.65% |
| Texas Instruments Inc TXN | 0.36% | 1.06% |
| SANDISK CORPORATION SNDK | 0.35% | 1.31% |
Based on the holdings compared above
CSPX and LYMS overlap by 47.6% by weight, across 145 shared companies.
The largest companies held in both funds are Apple Inc, Microsoft Corp, AMAZON.COM INC, BROADCOM INC, META PLATFORMS INC-CLASS A.
Holding both means 47.6% 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 LYMS has 0.22%.
CSPX has a weighted P/E of 27.3 and LYMS has a weighted P/E of 25.2.
See the companies and duplicated exposure across every fund you hold.