H4ZN vs SPY5: fund overlap

ETF comparisons  /  H4ZN vs SPY5

equity comparison · H4ZN 2026-10-23 · SPY5 2026-10-29

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 11 companies outside the overlap; SPY5 has 3.

Do H4ZN and SPY5 overlap?

H4ZN and SPY5 overlap by 97.9% by weight, across 499 shared companies.

H4ZNequity

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

530holdings
0.09%annual fee
Europemarket
Valuation491 companies covered
26.8×P / E90% by weight
5.45×P / B79% by weight
3.7%Earnings yield
H4ZN holdings and fund profile
SPY5equity

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

510holdings
0.03%annual fee
Europemarket
Valuation493 companies covered
27.0×P / E98% by weight
5.49×P / B86% by weight
3.7%Earnings yield
SPY5 holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

499 companies held in both funds

H4ZN weight SPY5 weight
Shared companyH4ZN SPY5
NVIDIA CORP NVDA
7.76%
7.78%
Apple Inc AAPL
7.71%
7.66%
Microsoft Corp MSFT
5.92%
5.92%
ALPHABET INC GOOGL 2 share classes
5.15%
4.52%
↳ ALPHABET INC-CL A GOOGL2.86%2.50%
↳ ALPHABET INC-CL C GOOG2.29%2.02%
AMAZON.COM INC AMZN
3.70%
3.60%
BROADCOM INC AVGO
2.32%
2.47%
META PLATFORMS INC-CLASS A META
2.15%
2.07%
TESLA INC TSLA
1.59%
1.71%
ELI LILLY & CO LLY
1.55%
1.65%
BERKSHIRE HATHAWAY INC. BRK/B
1.53%
1.52%
Micron Technology Inc MU
1.50%
1.59%
JPMorgan Chase & Co JPM
1.34%
1.37%
ADVANCED MICRO DEVICES AMD
1.28%
1.39%
ExxonMobil Holdings Corporation 2670549D
1.14%
1.14%
Visa Inc V
1.06%
1.05%
JOHNSON & JOHNSON JNJ
0.97%
1.00%
WALMART INC. WMT
0.81%
0.81%
AbbVie Inc ABBV
0.77%
0.77%
Mastercard Inc MA
0.77%
0.78%
Chevron Corp CVX
0.70%
0.69%
PALANTIR TECHNOLOGIES INC-A PLTR
0.69%
0.68%
Costco Wholesale Corp COST
0.68%
0.67%
Intel Corp INTC
0.66%
0.69%
CISCO SYSTEMS, INC. CSCO
0.64%
0.64%
THE PROCTER & GAMBLE COMPANY PG
0.57%
0.56%

H4ZN and SPY5 questions

Based on the holdings compared above

How much do H4ZN and SPY5 overlap?

H4ZN and SPY5 overlap by 97.9% by weight, across 499 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 97.9% 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 26.8 and SPY5 has a weighted P/E of 27.0.

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