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 57.9% by weight, across 167 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
167 companies held in both funds
| Shared company | CSPX | LYMS |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 8.58% |
| Apple Inc AAPL | 7.65% | 8.39% |
| Microsoft Corp MSFT | 5.91% | 8.71% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 4.94% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 3.11% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 1.83% |
| AMAZON.COM INC AMZN | 3.59% | 7.24% |
| BROADCOM INC AVGO | 2.47% | 2.87% |
| TESLA INC TSLA | 1.71% | 2.94% |
| Micron Technology Inc MU | 1.58% | 2.03% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 3.02% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 2.08% |
| JOHNSON & JOHNSON JNJ | 1.00% | 1.25% |
| META PLATFORMS INC-CLASS A META | 2.07% | 0.77% |
| JPMorgan Chase & Co JPM | 1.37% | 0.72% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 1.52% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 0.69% |
| Visa Inc V | 1.05% | 0.58% |
| UnitedHealth Group Inc UNH | 0.55% | 0.78% |
| Bank of America Corp BAC | 0.50% | 1.33% |
| Home Depot Inc/The HD | 0.49% | 0.94% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.41% | 1.18% |
| RTX Corp RTX | 0.40% | 0.43% |
| CROWDSTRIKE HOLDINGS INC - A CRWD | 0.40% | 0.64% |
| NETFLIX INC NFLX | 0.39% | 0.66% |
| Wells Fargo & Co WFC | 0.39% | 1.65% |
| Amgen Inc AMGN | 0.37% | 0.90% |
Based on the holdings compared above
CSPX and LYMS overlap by 57.9% by weight, across 167 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 57.9% 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 26.9 and LYMS has a weighted P/E of 25.9.
See the companies and duplicated exposure across every fund you hold.