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 65.1% by weight, across 312 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
312 companies held in both funds
| Shared company | CSPX | SP5C |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 6.66% |
| Microsoft Corp MSFT | 5.91% | 5.85% |
| Apple Inc AAPL | 7.65% | 4.85% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 7.54% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 5.37% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 2.16% |
| AMAZON.COM INC AMZN | 3.59% | 6.87% |
| BROADCOM INC AVGO | 2.47% | 2.66% |
| TESLA INC TSLA | 1.71% | 3.51% |
| ELI LILLY & CO LLY | 1.65% | 2.23% |
| Micron Technology Inc MU | 1.58% | 4.61% |
| JPMorgan Chase & Co JPM | 1.37% | 1.66% |
| META PLATFORMS INC-CLASS A META | 2.07% | 1.37% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 1.86% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 1.06% |
| Visa Inc V | 1.05% | 1.42% |
| JOHNSON & JOHNSON JNJ | 1.00% | 1.69% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 0.95% |
| Chevron Corp CVX | 0.69% | 0.87% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 1.32% |
| WALMART INC. WMT | 0.81% | 0.63% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 0.58% |
| UnitedHealth Group Inc UNH | 0.55% | 1.69% |
| Merck & Co Inc MRK | 0.54% | 0.81% |
| Applied Materials Inc AMAT | 0.50% | 0.69% |
| Bank of America Corp BAC | 0.50% | 1.04% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.41% | 1.10% |
Based on the holdings compared above
CSPX and SP5C overlap by 65.1% by weight, across 312 shared companies.
The largest companies held in both funds are NVIDIA CORP, Microsoft Corp, Apple Inc, ALPHABET INC, AMAZON.COM INC.
Holding both means 65.1% 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 26.9 and SP5C has a weighted P/E of 28.3.
See the companies and duplicated exposure across every fund you hold.