CSPX vs SEAC: fund overlap
ETF comparisons / CSPX vs SEAC
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with UBS MSCI World Socially Responsible UCITS ETF USD acc
CSPX and SEAC overlap by 30.3% by weight, across 144 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
UBS MSCI World Socially Responsible UCITS ETF USD acc
Both lines rebased to 0% over their shared dates
144 companies held in both funds
| Shared company | CSPX | SEAC |
|---|---|---|
| Microsoft Corp MSFT | 5.91% | 5.43% |
| NVIDIA CORP NVDA | 7.77% | 4.90% |
| TESLA INC TSLA | 1.71% | 5.16% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 4.21% |
| Visa Inc V | 1.05% | 2.97% |
| Intel Corp INTC | 0.69% | 1.88% |
| THE COCA-COLA COMPANY KO | 0.54% | 1.59% |
| Applied Materials Inc AMAT | 0.50% | 1.48% |
| Home Depot Inc/The HD | 0.49% | 1.41% |
| LAM RESEARCH LRCX | 0.48% | 1.42% |
| Palo Alto Networks Inc PANW | 0.47% | 1.44% |
| Caterpillar Inc CAT | 0.45% | 1.47% |
| Amgen Inc AMGN | 0.37% | 1.09% |
| ANALOG DEVICES, INC. ADI | 0.32% | 0.93% |
| Gilead Sciences Inc GILD | 0.31% | 0.88% |
| Walt Disney Co/The DIS | 0.29% | 0.85% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.29% | 0.96% |
| Salesforce Inc CRM | 0.28% | 0.86% |
| Pepsico, Inc. PEP | 0.27% | 0.81% |
| Verizon Communications Inc VZ | 0.27% | 0.80% |
| AMERICAN EXPRESS COMPANY AXP | 0.26% | 0.75% |
| BLACKROCK, INC. BLK | 0.25% | 0.76% |
| Accenture PLC ACN | 0.23% | 0.67% |
| Danaher Corp DHR | 0.22% | 0.67% |
| WESTERN DIGITAL CORPORATION WDC | 0.21% | 0.61% |
Based on the holdings compared above
CSPX and SEAC overlap by 30.3% by weight, across 144 shared companies.
The largest companies held in both funds are Microsoft Corp, NVIDIA CORP, TESLA INC, ADVANCED MICRO DEVICES, Visa Inc.
Holding both means 30.3% 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 SEAC has 0.22%.
CSPX has a weighted P/E of 26.9 and SEAC has a weighted P/E of 27.6.
See the companies and duplicated exposure across every fund you hold.