CSPX vs FWSD: fund overlap
ETF comparisons / CSPX vs FWSD
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Invesco FTSE All-World UCITS E ETFS
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Invesco FTSE All-World UCITS E ETFS
Both lines rebased to 0% over their shared dates
421 companies held in both funds
| Shared company | CSPX | FWSD |
|---|---|---|
| NVIDIA CORP NVDA | 8.29% | 4.91% |
| Apple Inc AAPL | 6.94% | 4.20% |
| Microsoft Corp MSFT | 5.63% | 3.46% |
| ALPHABET INC GOOGL 2 share classes | 5.40% | 3.32% |
| ↳ ALPHABET INC-CL A GOOGL | 3.00% | 1.85% |
| ↳ ALPHABET INC-CL C GOOG | 2.40% | 1.47% |
| AMAZON.COM INC AMZN | 3.77% | 2.28% |
| BROADCOM INC AVGO | 2.64% | 1.60% |
| META PLATFORMS INC-CLASS A META | 1.88% | 1.17% |
| Micron Technology Inc MU | 1.58% | 0.98% |
| TESLA INC TSLA | 1.50% | 0.94% |
| ELI LILLY & CO LLY | 1.40% | 0.86% |
| JPMorgan Chase & Co JPM | 1.43% | 0.83% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 1.39% | 0.82% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 1.39% | 0.68% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.13% |
| ADVANCED MICRO DEVICES AMD | 1.17% | 0.71% |
| Visa Inc V | 0.95% | 0.60% |
| ExxonMobil Holdings Corporation 2670549D | 0.97% | 0.59% |
| JOHNSON & JOHNSON JNJ | 0.96% | 0.58% |
| Mastercard Inc MA | 0.72% | 0.44% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 0.41% |
| AbbVie Inc ABBV | 0.68% | 0.41% |
| WALMART INC. WMT | 0.68% | 0.41% |
| Intel Corp INTC | 0.68% | 0.39% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.64% | 0.38% |
| Costco Wholesale Corp COST | 0.62% | 0.37% |
| Bank of America Corp BAC | 0.60% | 0.36% |
| Applied Materials Inc AMAT | 0.57% | 0.36% |
Based on the holdings compared above
CSPX and FWSD overlap by 59.6% by weight, across 421 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 59.6% 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 FWSD has 0.20%.
CSPX has a weighted P/E of 26.6 and FWSD has a weighted P/E of 24.4.
See the companies and duplicated exposure across every fund you hold.