CSPX vs USUE: fund overlap
ETF comparisons / CSPX vs USUE
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc
CSPX and USUE overlap by 51.1% by weight, across 393 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc
Both lines rebased to 0% over their shared dates
393 companies held in both funds
| Shared company | CSPX | USUE |
|---|---|---|
| Apple Inc AAPL | 7.29% | 1.84% |
| ALPHABET INC GOOGL 2 share classes | 5.51% | 1.64% |
| ↳ ALPHABET INC-CL A GOOGL | 3.06% | 0.92% |
| ↳ ALPHABET INC-CL C GOOG | 2.46% | 0.72% |
| ADVANCED MICRO DEVICES AMD | 1.47% | 1.15% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.43% | 1.07% |
| Microsoft Corp MSFT | 5.89% | 1.06% |
| META PLATFORMS INC-CLASS A META | 2.35% | 0.98% |
| Visa Inc V | 0.98% | 1.59% |
| Micron Technology Inc MU | 1.73% | 0.96% |
| ELI LILLY & CO LLY | 1.40% | 0.95% |
| JOHNSON & JOHNSON JNJ | 0.94% | 2.05% |
| JPMorgan Chase & Co JPM | 1.31% | 0.91% |
| NVIDIA CORP NVDA | 8.23% | 0.86% |
| Intel Corp INTC | 0.77% | 0.87% |
| WALMART INC. WMT | 0.74% | 0.99% |
| Mastercard Inc MA | 0.71% | 0.72% |
| CISCO SYSTEMS, INC. CSCO | 0.69% | 1.08% |
| Applied Materials Inc AMAT | 0.60% | 1.02% |
| LAM RESEARCH LRCX | 0.59% | 1.56% |
| Caterpillar Inc CAT | 0.55% | 0.95% |
| Merck & Co Inc MRK | 0.53% | 1.24% |
| Bank of America Corp BAC | 0.52% | 0.53% |
| THE PROCTER & GAMBLE COMPANY PG | 0.52% | 0.97% |
| Costco Wholesale Corp COST | 0.62% | 0.52% |
| THE COCA-COLA COMPANY KO | 0.51% | 0.73% |
| UnitedHealth Group Inc UNH | 0.51% | 0.95% |
Based on the holdings compared above
CSPX and USUE overlap by 51.1% by weight, across 393 shared companies.
The largest companies held in both funds are Apple Inc, ALPHABET INC, ADVANCED MICRO DEVICES, BERKSHIRE HATHAWAY INC., Microsoft Corp.
Holding both means 51.1% 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 USUE has 0.25%.
CSPX has a weighted P/E of 27.0 and USUE has a weighted P/E of 21.2.
See the companies and duplicated exposure across every fund you hold.