CSPX vs SGAS: fund overlap
ETF comparisons / CSPX vs SGAS
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with iShares MSCI USA ESG Screened UCITS ETF USD Acc
CSPX and SGAS overlap by 91.5% by weight, across 391 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
iShares MSCI USA ESG Screened UCITS ETF USD Acc
Both lines rebased to 0% over their shared dates
391 companies held in both funds
| Shared company | CSPX | SGAS |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 7.89% |
| Apple Inc AAPL | 7.65% | 8.23% |
| Microsoft Corp MSFT | 5.91% | 6.01% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 4.80% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 2.68% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 2.12% |
| AMAZON.COM INC AMZN | 3.59% | 3.80% |
| BROADCOM INC AVGO | 2.47% | 2.51% |
| META PLATFORMS INC-CLASS A META | 2.07% | 2.20% |
| TESLA INC TSLA | 1.71% | 1.86% |
| ELI LILLY & CO LLY | 1.65% | 1.77% |
| Micron Technology Inc MU | 1.58% | 1.70% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 1.49% |
| JPMorgan Chase & Co JPM | 1.37% | 1.47% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 1.23% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 1.22% |
| Visa Inc V | 1.05% | 1.10% |
| JOHNSON & JOHNSON JNJ | 1.00% | 1.07% |
| WALMART INC. WMT | 0.81% | 0.85% |
| Mastercard Inc MA | 0.77% | 0.83% |
| AbbVie Inc ABBV | 0.77% | 0.83% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 0.69% |
| Costco Wholesale Corp COST | 0.66% | 0.71% |
| Intel Corp INTC | 0.69% | 0.65% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 0.69% |
| UnitedHealth Group Inc UNH | 0.55% | 0.60% |
| Merck & Co Inc MRK | 0.54% | 0.58% |
Based on the holdings compared above
CSPX and SGAS overlap by 91.5% by weight, across 391 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 91.5% 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 SGAS has 0.07%.
CSPX has a weighted P/E of 26.9 and SGAS has a weighted P/E of 27.3.
See the companies and duplicated exposure across every fund you hold.