CSPX vs LYXWLD: fund overlap
ETF comparisons / CSPX vs LYXWLD
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Multi Units France SICAV - Amundi MSCI World Swap II UCITS ETF
CSPX and LYXWLD overlap by 56.4% by weight, across 193 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Multi Units France SICAV - Amundi MSCI World Swap II UCITS ETF
Both lines rebased to 0% over their shared dates
193 companies held in both funds
| Shared company | CSPX | LYXWLD |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 7.03% |
| Microsoft Corp MSFT | 5.91% | 7.78% |
| Apple Inc AAPL | 7.65% | 5.28% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 6.66% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 5.74% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 0.91% |
| AMAZON.COM INC AMZN | 3.59% | 7.85% |
| BROADCOM INC AVGO | 2.47% | 2.69% |
| TESLA INC TSLA | 1.71% | 4.53% |
| ELI LILLY & CO LLY | 1.65% | 1.88% |
| Micron Technology Inc MU | 1.58% | 4.18% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 1.85% |
| WALMART INC. WMT | 0.81% | 2.15% |
| JPMorgan Chase & Co JPM | 1.37% | 0.81% |
| Mastercard Inc MA | 0.77% | 2.83% |
| Intel Corp INTC | 0.69% | 0.69% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 1.30% |
| Merck & Co Inc MRK | 0.54% | 0.63% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.41% | 0.60% |
| Caterpillar Inc CAT | 0.45% | 0.40% |
| NETFLIX INC NFLX | 0.39% | 0.68% |
| Applied Materials Inc AMAT | 0.50% | 0.38% |
| Amgen Inc AMGN | 0.37% | 0.39% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 0.37% |
| Home Depot Inc/The HD | 0.49% | 0.36% |
| Oracle Corp ORCL | 0.36% | 0.95% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 0.35% |
Based on the holdings compared above
CSPX and LYXWLD overlap by 56.4% by weight, across 193 shared companies.
The largest companies held in both funds are NVIDIA CORP, Microsoft Corp, Apple Inc, ALPHABET INC, AMAZON.COM INC.
Holding both means 56.4% 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 LYXWLD has 0.30%.
CSPX has a weighted P/E of 26.9 and LYXWLD has a weighted P/E of 30.4.
See the companies and duplicated exposure across every fund you hold.