ACWI vs CSPX: fund overlap
ETF comparisons / ACWI vs CSPX
State Street SPDR MSCI All Country World UCITS ETF (Acc) compared with iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
ACWI and CSPX overlap by 61.2% by weight, across 422 shared companies.
State Street SPDR MSCI All Country World UCITS ETF (Acc)
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Both lines rebased to 0% over their shared dates
422 companies held in both funds
| Shared company | ACWI | CSPX |
|---|---|---|
| NVIDIA CORP NVDA | 4.86% | 7.77% |
| Apple Inc AAPL | 4.72% | 7.44% |
| ALPHABET INC GOOGL 2 share classes | 3.44% | 5.61% |
| ↳ ALPHABET INC-CL A GOOGL | 1.93% | 3.12% |
| ↳ ALPHABET INC-CL C GOOG | 1.51% | 2.49% |
| Microsoft Corp MSFT | 3.38% | 5.71% |
| AMAZON.COM INC AMZN | 2.41% | 3.78% |
| BROADCOM INC AVGO | 1.58% | 2.48% |
| META PLATFORMS INC-CLASS A META | 1.38% | 2.22% |
| Micron Technology Inc MU | 1.07% | 1.59% |
| TESLA INC TSLA | 1.01% | 1.54% |
| JPMorgan Chase & Co JPM | 0.91% | 1.43% |
| ELI LILLY & CO LLY | 0.87% | 1.37% |
| ADVANCED MICRO DEVICES AMD | 0.82% | 1.22% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.69% | 1.44% |
| ExxonMobil Holdings Corporation 2670549D | 0.67% | 1.04% |
| JOHNSON & JOHNSON JNJ | 0.62% | 0.98% |
| Visa Inc V | 0.60% | 0.95% |
| WALMART INC. WMT | 0.45% | 0.73% |
| Mastercard Inc MA | 0.45% | 0.71% |
| Intel Corp INTC | 0.44% | 0.73% |
| AbbVie Inc ABBV | 0.44% | 0.70% |
| CISCO SYSTEMS, INC. CSCO | 0.43% | 0.66% |
| Bank of America Corp BAC | 0.39% | 0.59% |
| Costco Wholesale Corp COST | 0.38% | 0.62% |
| Chevron Corp CVX | 0.38% | 0.60% |
| Caterpillar Inc CAT | 0.37% | 0.55% |
Based on the holdings compared above
ACWI and CSPX overlap by 61.2% by weight, across 422 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 61.2% 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.
ACWI has a 0.12% expense ratio and CSPX has 0.07%.
ACWI has a weighted P/E of 24.5 and CSPX has a weighted P/E of 27.3.
See the companies and duplicated exposure across every fund you hold.