CSPX vs SP5C: fund overlap
ETF comparisons / CSPX vs SP5C
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with MUL Amundi Core S Plus P 500 S UCITS ETF Inh.Anteile Acc
CSPX and SP5C overlap by 58.3% by weight, across 314 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
MUL Amundi Core S Plus P 500 S UCITS ETF Inh.Anteile Acc
Both lines rebased to 0% over their shared dates
314 companies held in both funds
| Shared company | CSPX | SP5C |
|---|---|---|
| Apple Inc AAPL | 7.44% | 8.90% |
| Microsoft Corp MSFT | 5.71% | 7.09% |
| AMAZON.COM INC AMZN | 3.78% | 5.75% |
| ALPHABET INC GOOGL 2 share classes | 5.61% | 2.63% |
| ↳ ALPHABET INC-CL A GOOGL | 3.12% | 1.52% |
| ↳ ALPHABET INC-CL C GOOG | 2.49% | 1.11% |
| BROADCOM INC AVGO | 2.48% | 1.82% |
| Micron Technology Inc MU | 1.59% | 4.21% |
| TESLA INC TSLA | 1.54% | 2.68% |
| META PLATFORMS INC-CLASS A META | 2.22% | 1.48% |
| JPMorgan Chase & Co JPM | 1.43% | 2.73% |
| ADVANCED MICRO DEVICES AMD | 1.22% | 1.47% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.44% | 1.06% |
| ExxonMobil Holdings Corporation 2670549D | 1.04% | 1.33% |
| ELI LILLY & CO LLY | 1.37% | 1.00% |
| JOHNSON & JOHNSON JNJ | 0.98% | 1.23% |
| Visa Inc V | 0.95% | 1.25% |
| WALMART INC. WMT | 0.73% | 1.17% |
| Mastercard Inc MA | 0.71% | 1.15% |
| AbbVie Inc ABBV | 0.70% | 0.74% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 1.50% |
| Costco Wholesale Corp COST | 0.62% | 1.59% |
| Chevron Corp CVX | 0.60% | 0.94% |
| Bank of America Corp BAC | 0.59% | 0.69% |
| Caterpillar Inc CAT | 0.55% | 1.21% |
| Applied Materials Inc AMAT | 0.51% | 0.49% |
| Palo Alto Networks Inc PANW | 0.46% | 1.03% |
Based on the holdings compared above
CSPX and SP5C overlap by 58.3% by weight, across 314 shared companies.
The largest companies held in both funds are Apple Inc, Microsoft Corp, AMAZON.COM INC, ALPHABET INC, BROADCOM INC.
Holding both means 58.3% 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 SP5C has 0.05%.
CSPX has a weighted P/E of 27.3 and SP5C has a weighted P/E of 29.1.
See the companies and duplicated exposure across every fund you hold.