CSPX vs XZME: fund overlap
ETF comparisons / CSPX vs XZME
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Xtrackers MSCI USA ESG UCITS ETF 2C EUR Hedged
CSPX and XZME overlap by 45.7% by weight, across 199 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Xtrackers MSCI USA ESG UCITS ETF 2C EUR Hedged
Both lines rebased to 0% over their shared dates
199 companies held in both funds
| Shared company | CSPX | XZME |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 12.34% |
| Microsoft Corp MSFT | 5.91% | 11.14% |
| ALPHABET INC GOOGL 2 share classes | 4.52% | 8.64% |
| ↳ ALPHABET INC-CL A GOOGL | 2.50% | 4.82% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 3.82% |
| TESLA INC TSLA | 1.71% | 4.13% |
| ELI LILLY & CO LLY | 1.65% | 3.94% |
| ADVANCED MICRO DEVICES AMD | 1.39% | 3.31% |
| Visa Inc V | 1.05% | 2.44% |
| JOHNSON & JOHNSON JNJ | 1.00% | 2.37% |
| Mastercard Inc MA | 0.77% | 1.85% |
| Intel Corp INTC | 0.69% | 1.45% |
| Merck & Co Inc MRK | 0.54% | 1.29% |
| Home Depot Inc/The HD | 0.49% | 1.17% |
| Palo Alto Networks Inc PANW | 0.47% | 1.11% |
| Texas Instruments Inc TXN | 0.43% | 1.02% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.37% | 0.87% |
| MORGAN STANLEY MS | 0.34% | 0.80% |
| Gilead Sciences Inc GILD | 0.31% | 0.74% |
| Walt Disney Co/The DIS | 0.29% | 0.69% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.29% | 0.67% |
| Salesforce Inc CRM | 0.28% | 0.66% |
| McDonald's Corp MCD | 0.27% | 0.65% |
| Verizon Communications Inc VZ | 0.27% | 0.65% |
| AMERICAN EXPRESS COMPANY AXP | 0.26% | 0.61% |
| BLACKROCK, INC. BLK | 0.25% | 0.62% |
| Welltower Inc WELL | 0.25% | 0.59% |
Based on the holdings compared above
CSPX and XZME overlap by 45.7% by weight, across 199 shared companies.
The largest companies held in both funds are NVIDIA CORP, Microsoft Corp, ALPHABET INC, TESLA INC, ELI LILLY & CO.
Holding both means 45.7% 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 XZME has 0.20%.
CSPX has a weighted P/E of 26.9 and XZME has a weighted P/E of 28.0.
See the companies and duplicated exposure across every fund you hold.