CSPX vs SPVIGC: fund overlap
ETF comparisons / CSPX vs SPVIGC
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Sparindex INDEX Glob Akt Min. Ris Akk KL
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Sparindex INDEX Glob Akt Min. Ris Akk KL
Both lines rebased to 0% over their shared dates
104 companies held in both funds
| Shared company | CSPX | SPVIGC |
|---|---|---|
| Apple Inc AAPL | 6.94% | 1.42% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.39% | 1.39% |
| Microsoft Corp MSFT | 5.63% | 1.19% |
| NVIDIA CORP NVDA | 8.29% | 1.14% |
| JOHNSON & JOHNSON JNJ | 0.96% | 1.60% |
| Visa Inc V | 0.95% | 1.19% |
| BROADCOM INC AVGO | 2.64% | 0.80% |
| Mastercard Inc MA | 0.72% | 0.96% |
| AbbVie Inc ABBV | 0.68% | 0.96% |
| WALMART INC. WMT | 0.68% | 1.39% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 1.38% |
| Applied Materials Inc AMAT | 0.57% | 0.81% |
| ELI LILLY & CO LLY | 1.40% | 0.56% |
| Merck & Co Inc MRK | 0.55% | 1.19% |
| Caterpillar Inc CAT | 0.56% | 0.55% |
| THE COCA-COLA COMPANY KO | 0.52% | 1.51% |
| THE PROCTER & GAMBLE COMPANY PG | 0.50% | 1.34% |
| Texas Instruments Inc TXN | 0.36% | 0.55% |
| KLA Corp KLAC | 0.36% | 0.65% |
| Amgen Inc AMGN | 0.35% | 0.56% |
| Thermo Fisher Scientific Inc TMO | 0.35% | 0.52% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.34% | 1.00% |
| Linde PLC LIN | 0.34% | 0.89% |
| Micron Technology Inc MU | 1.58% | 0.32% |
| Verizon Communications Inc VZ | 0.31% | 0.83% |
Based on the holdings compared above
CSPX and SPVIGC overlap by 26.7% by weight, across 104 shared companies.
The largest companies held in both funds are Apple Inc, BERKSHIRE HATHAWAY INC., Microsoft Corp, NVIDIA CORP, JOHNSON & JOHNSON.
Holding both means 26.7% 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 SPVIGC has 0.50%.
CSPX has a weighted P/E of 26.6 and SPVIGC has a weighted P/E of 24.4.
See the companies and duplicated exposure across every fund you hold.