H4ZN vs SPY5: fund overlap

ETF comparisons  /  H4ZN vs SPY5

equity comparison · H4ZN 2026-09-10 · SPY5 2026-09-11

H4ZN vs SPY5

HSBC S&P 500 UCITS ETF - USD (Acc) compared with State Street SPDR S&P 500 UCITS ETF (Dist)

These funds provide similar company exposure.H4ZN has 12 companies outside the overlap; SPY5 has 4.

Do H4ZN and SPY5 overlap?

H4ZN and SPY5 overlap by 98.9% by weight, across 498 shared companies.

H4ZNequity

HSBC S&P 500 UCITS ETF - USD (Acc)

530holdings
0.09%annual fee
Europemarket
Valuation492 companies covered
27.4×P / E91% by weight
5.42×P / B79% by weight
3.6%Earnings yield
H4ZN holdings and fund profile
SPY5equity

State Street SPDR S&P 500 UCITS ETF (Dist)

511holdings
0.03%annual fee
Europemarket
Valuation493 companies covered
27.5×P / E98% by weight
5.44×P / B85% by weight
3.6%Earnings yield
SPY5 holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

498 companies held in both funds

H4ZN weight SPY5 weight
Shared companyH4ZN SPY5
NVIDIA CORP NVDA
8.08%
8.03%
Apple Inc AAPL
7.33%
7.41%
Microsoft Corp MSFT
5.59%
5.59%
ALPHABET INC GOOGL 2 share classes
5.37%
5.42%
↳ ALPHABET INC-CL A GOOGL2.98%3.01%
↳ ALPHABET INC-CL C GOOG2.39%2.41%
AMAZON.COM INC AMZN
3.77%
3.82%
BROADCOM INC AVGO
2.61%
2.60%
META PLATFORMS INC-CLASS A META
2.16%
2.16%
Micron Technology Inc MU
1.68%
1.67%
TESLA INC TSLA
1.57%
1.56%
JPMorgan Chase & Co JPM
1.45%
1.45%
BERKSHIRE HATHAWAY INC. BRK/B
1.42%
1.42%
ELI LILLY & CO LLY
1.36%
1.34%
ADVANCED MICRO DEVICES AMD
1.25%
1.28%
ExxonMobil Holdings Corporation 2670549D
1.04%
1.05%
JOHNSON & JOHNSON JNJ
0.98%
0.97%
Visa Inc V
0.93%
0.93%
Intel Corp INTC
0.76%
0.77%
WALMART INC. WMT
0.71%
0.71%
Mastercard Inc MA
0.70%
0.70%
AbbVie Inc ABBV
0.69%
0.69%
CISCO SYSTEMS, INC. CSCO
0.64%
0.67%
Bank of America Corp BAC
0.62%
0.62%
Costco Wholesale Corp COST
0.61%
0.61%
Chevron Corp CVX
0.61%
0.61%
PALANTIR TECHNOLOGIES INC-A PLTR
0.58%
0.58%

H4ZN and SPY5 questions

Based on the holdings compared above

How much do H4ZN and SPY5 overlap?

H4ZN and SPY5 overlap by 98.9% by weight, across 498 shared companies.

Which companies do H4ZN and SPY5 both hold?

The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.

Can I hold both H4ZN and SPY5?

Holding both means 98.9% 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.

Is H4ZN or SPY5 cheaper?

H4ZN has a 0.09% expense ratio and SPY5 has 0.03%.

How do H4ZN and SPY5 compare on valuation?

H4ZN has a weighted P/E of 27.4 and SPY5 has a weighted P/E of 27.5.

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