CSPX vs XZWE: fund overlap
ETF comparisons / CSPX vs XZWE
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Xtrackers MSCI World ESG UCITS ETF - 1C
CSPX and XZWE overlap by 45.7% by weight, across 195 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Xtrackers MSCI World ESG UCITS ETF - 1C
Both lines rebased to 0% over their shared dates
195 companies held in both funds
| Shared company | CSPX | XZWE |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 10.52% |
| Microsoft Corp MSFT | 5.71% | 8.55% |
| ALPHABET INC GOOGL 2 share classes | 5.61% | 8.60% |
| ↳ ALPHABET INC-CL A GOOGL | 3.12% | 4.80% |
| ↳ ALPHABET INC-CL C GOOG | 2.49% | 3.80% |
| TESLA INC TSLA | 1.54% | 2.56% |
| ELI LILLY & CO LLY | 1.37% | 2.21% |
| ADVANCED MICRO DEVICES AMD | 1.22% | 2.02% |
| JOHNSON & JOHNSON JNJ | 0.98% | 1.58% |
| Visa Inc V | 0.95% | 1.50% |
| Intel Corp INTC | 0.73% | 1.09% |
| Mastercard Inc MA | 0.71% | 1.13% |
| Merck & Co Inc MRK | 0.54% | 0.88% |
| Home Depot Inc/The HD | 0.47% | 0.75% |
| Palo Alto Networks Inc PANW | 0.46% | 0.68% |
| MORGAN STANLEY MS | 0.38% | 0.62% |
| Texas Instruments Inc TXN | 0.36% | 0.58% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.36% | 0.54% |
| Linde PLC LIN | 0.33% | 0.53% |
| Verizon Communications Inc VZ | 0.33% | 0.51% |
| Salesforce Inc CRM | 0.32% | 0.48% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.29% | 0.48% |
| Walt Disney Co/The DIS | 0.29% | 0.45% |
| AT&T Inc T | 0.28% | 0.44% |
| McDonald's Corp MCD | 0.28% | 0.44% |
| Gilead Sciences Inc GILD | 0.28% | 0.44% |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY STX | 0.27% | 0.47% |
Based on the holdings compared above
CSPX and XZWE overlap by 45.7% by weight, across 195 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 XZWE has 0.25%.
CSPX has a weighted P/E of 27.3 and XZWE has a weighted P/E of 25.7.
See the companies and duplicated exposure across every fund you hold.