CSPX vs LYOR: fund overlap
ETF comparisons / CSPX vs LYOR
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Amundi Smart Overnight Return UCITS ETF Acc
CSPX and LYOR overlap by 62.2% by weight, across 312 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Amundi Smart Overnight Return UCITS ETF Acc
Both lines rebased to 0% over their shared dates
312 companies held in both funds
| Shared company | CSPX | LYOR |
|---|---|---|
| Microsoft Corp MSFT | 5.91% | 4.56% |
| Apple Inc AAPL | 7.65% | 4.43% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 3.78% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 1.70% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 2.08% |
| AMAZON.COM INC AMZN | 3.59% | 4.14% |
| NVIDIA CORP NVDA | 7.77% | 3.17% |
| BROADCOM INC AVGO | 2.47% | 3.57% |
| META PLATFORMS INC-CLASS A META | 2.07% | 3.01% |
| TESLA INC TSLA | 1.71% | 3.21% |
| Micron Technology Inc MU | 1.58% | 2.97% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 1.79% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 2.52% |
| JPMorgan Chase & Co JPM | 1.37% | 1.90% |
| JOHNSON & JOHNSON JNJ | 1.00% | 1.51% |
| WALMART INC. WMT | 0.81% | 1.24% |
| AbbVie Inc ABBV | 0.77% | 1.21% |
| ELI LILLY & CO LLY | 1.65% | 0.74% |
| Intel Corp INTC | 0.69% | 2.73% |
| Chevron Corp CVX | 0.69% | 1.21% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 1.63% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 1.84% |
| UnitedHealth Group Inc UNH | 0.55% | 0.95% |
| Merck & Co Inc MRK | 0.54% | 1.75% |
| Applied Materials Inc AMAT | 0.50% | 1.03% |
| Home Depot Inc/The HD | 0.49% | 0.49% |
| LAM RESEARCH LRCX | 0.48% | 1.37% |
Based on the holdings compared above
CSPX and LYOR overlap by 62.2% by weight, across 312 shared companies.
The largest companies held in both funds are Microsoft Corp, Apple Inc, ALPHABET INC, AMAZON.COM INC, NVIDIA CORP.
Holding both means 62.2% 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 LYOR has 0.10%.
CSPX has a weighted P/E of 26.9 and LYOR has a weighted P/E of 26.9.
See the companies and duplicated exposure across every fund you hold.