CSPX vs XMWO: fund overlap
ETF comparisons / CSPX vs XMWO
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Xtrackers MSCI World Swap UCITS ETF
CSPX and XMWO overlap by 47.9% by weight, across 171 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Xtrackers MSCI World Swap UCITS ETF
Both lines rebased to 0% over their shared dates
171 companies held in both funds
| Shared company | CSPX | XMWO |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 8.02% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 5.00% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 4.62% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 0.39% |
| Microsoft Corp MSFT | 5.91% | 3.67% |
| AMAZON.COM INC AMZN | 3.59% | 8.04% |
| BROADCOM INC AVGO | 2.47% | 2.78% |
| Micron Technology Inc MU | 1.58% | 4.16% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 1.41% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 2.72% |
| Apple Inc AAPL | 7.65% | 0.87% |
| WALMART INC. WMT | 0.81% | 1.48% |
| META PLATFORMS INC-CLASS A META | 2.07% | 0.75% |
| Intel Corp INTC | 0.69% | 1.13% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.68% | 2.03% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 0.77% |
| THE PROCTER & GAMBLE COMPANY PG | 0.56% | 1.39% |
| Merck & Co Inc MRK | 0.54% | 1.38% |
| Home Depot Inc/The HD | 0.49% | 0.56% |
| UnitedHealth Group Inc UNH | 0.55% | 0.47% |
| Palo Alto Networks Inc PANW | 0.47% | 0.97% |
| TESLA INC TSLA | 1.71% | 0.44% |
| CROWDSTRIKE HOLDINGS INC - A CRWD | 0.40% | 1.25% |
| NETFLIX INC NFLX | 0.39% | 0.53% |
| Oracle Corp ORCL | 0.36% | 0.80% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 0.36% |
| THE COCA-COLA COMPANY KO | 0.54% | 0.35% |
Based on the holdings compared above
CSPX and XMWO overlap by 47.9% by weight, across 171 shared companies.
The largest companies held in both funds are NVIDIA CORP, ALPHABET INC, Microsoft Corp, AMAZON.COM INC, BROADCOM INC.
Holding both means 47.9% 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 XMWO has 0.45%.
CSPX has a weighted P/E of 26.9 and XMWO has a weighted P/E of 25.8.
See the companies and duplicated exposure across every fund you hold.