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 45.8% by weight, across 197 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
197 companies held in both funds
| Shared company | CSPX | XZME |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 12.83% |
| Microsoft Corp MSFT | 5.71% | 10.52% |
| ALPHABET INC GOOGL 2 share classes | 5.61% | 10.30% |
| ↳ ALPHABET INC-CL A GOOGL | 3.12% | 5.75% |
| ↳ ALPHABET INC-CL C GOOG | 2.49% | 4.55% |
| TESLA INC TSLA | 1.54% | 3.79% |
| ELI LILLY & CO LLY | 1.37% | 3.27% |
| ADVANCED MICRO DEVICES AMD | 1.22% | 2.99% |
| JOHNSON & JOHNSON JNJ | 0.98% | 2.34% |
| Visa Inc V | 0.95% | 2.22% |
| Intel Corp INTC | 0.73% | 1.61% |
| Mastercard Inc MA | 0.71% | 1.67% |
| Merck & Co Inc MRK | 0.54% | 1.30% |
| Home Depot Inc/The HD | 0.47% | 1.11% |
| Palo Alto Networks Inc PANW | 0.46% | 1.00% |
| MORGAN STANLEY MS | 0.38% | 0.91% |
| Texas Instruments Inc TXN | 0.36% | 0.86% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.36% | 0.80% |
| Verizon Communications Inc VZ | 0.33% | 0.76% |
| Salesforce Inc CRM | 0.32% | 0.71% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.29% | 0.71% |
| Walt Disney Co/The DIS | 0.29% | 0.67% |
| AT&T Inc T | 0.28% | 0.65% |
| McDonald's Corp MCD | 0.28% | 0.65% |
| Gilead Sciences Inc GILD | 0.28% | 0.66% |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY STX | 0.27% | 0.69% |
| THE CHARLES SCHWAB CORPORATION SCHW | 0.27% | 0.65% |
Based on the holdings compared above
CSPX and XZME overlap by 45.8% by weight, across 197 shared companies.
The largest companies held in both funds are NVIDIA CORP, Microsoft Corp, ALPHABET INC, TESLA INC, ELI LILLY & CO.
Holding both means 45.8% 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 27.3 and XZME has a weighted P/E of 28.4.
See the companies and duplicated exposure across every fund you hold.