CSPX vs XMUS: fund overlap
ETF comparisons / CSPX vs XMUS
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Xtrackers MSCI USA Swap UCITS ETFS
CSPX and XMUS overlap by 54.5% by weight, across 138 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Xtrackers MSCI USA Swap UCITS ETFS
Both lines rebased to 0% over their shared dates
138 companies held in both funds
| Shared company | CSPX | XMUS |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 7.73% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 4.68% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 3.74% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 0.94% |
| Apple Inc AAPL | 7.65% | 4.42% |
| Microsoft Corp MSFT | 5.91% | 4.02% |
| AMAZON.COM INC AMZN | 3.59% | 3.58% |
| META PLATFORMS INC-CLASS A META | 2.07% | 1.89% |
| TESLA INC TSLA | 1.71% | 2.91% |
| ELI LILLY & CO LLY | 1.65% | 3.03% |
| Micron Technology Inc MU | 1.58% | 2.69% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 2.43% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 2.84% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 1.71% |
| WALMART INC. WMT | 0.81% | 1.49% |
| BROADCOM INC AVGO | 2.47% | 0.73% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 1.80% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 1.12% |
| Mastercard Inc MA | 0.77% | 0.61% |
| UnitedHealth Group Inc UNH | 0.55% | 0.61% |
| THE COCA-COLA COMPANY KO | 0.54% | 0.99% |
| LAM RESEARCH LRCX | 0.48% | 1.56% |
| Palo Alto Networks Inc PANW | 0.47% | 0.98% |
| CROWDSTRIKE HOLDINGS INC - A CRWD | 0.40% | 1.08% |
| NETFLIX INC NFLX | 0.39% | 0.41% |
| Wells Fargo & Co WFC | 0.39% | 0.76% |
| Oracle Corp ORCL | 0.36% | 0.49% |
Based on the holdings compared above
CSPX and XMUS overlap by 54.5% by weight, across 138 shared companies.
The largest companies held in both funds are NVIDIA CORP, ALPHABET INC, Apple Inc, Microsoft Corp, AMAZON.COM INC.
Holding both means 54.5% 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 XMUS has 0.15%.
CSPX has a weighted P/E of 26.9 and XMUS has a weighted P/E of 29.6.
See the companies and duplicated exposure across every fund you hold.