CSPX vs FUSD: fund overlap
ETF comparisons / CSPX vs FUSD
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Fidelity US Quality Income UCITS ETF
CSPX and FUSD overlap by 50.8% by weight, across 86 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Fidelity US Quality Income UCITS ETF
Both lines rebased to 0% over their shared dates
86 companies held in both funds
| Shared company | CSPX | FUSD |
|---|---|---|
| NVIDIA CORP NVDA | 7.77% | 7.90% |
| Apple Inc AAPL | 7.44% | 7.39% |
| Microsoft Corp MSFT | 5.71% | 5.56% |
| ALPHABET INC GOOGL 2 share classes | 5.61% | 5.47% |
| ↳ ALPHABET INC-CL A GOOGL | 3.12% | 5.47% |
| ↳ ALPHABET INC-CL C GOOG | 2.49% | 0.00% |
| BROADCOM INC AVGO | 2.48% | 2.79% |
| META PLATFORMS INC-CLASS A META | 2.22% | 2.43% |
| JPMorgan Chase & Co JPM | 1.43% | 2.05% |
| ELI LILLY & CO LLY | 1.37% | 1.69% |
| ExxonMobil Holdings Corporation 2670549D | 1.04% | 1.43% |
| JOHNSON & JOHNSON JNJ | 0.98% | 1.39% |
| Visa Inc V | 0.95% | 1.53% |
| AbbVie Inc ABBV | 0.70% | 1.11% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 1.11% |
| Chevron Corp CVX | 0.60% | 1.03% |
| Caterpillar Inc CAT | 0.55% | 1.31% |
| Merck & Co Inc MRK | 0.54% | 1.05% |
| THE COCA-COLA COMPANY KO | 0.53% | 1.15% |
| LAM RESEARCH LRCX | 0.52% | 0.95% |
| THE PROCTER & GAMBLE COMPANY PG | 0.52% | 1.02% |
| Applied Materials Inc AMAT | 0.51% | 0.98% |
| Home Depot Inc/The HD | 0.47% | 0.91% |
| KLA Corp KLAC | 0.34% | 0.71% |
| Linde PLC LIN | 0.33% | 0.84% |
| Salesforce Inc CRM | 0.32% | 0.70% |
| Amgen Inc AMGN | 0.31% | 0.72% |
Based on the holdings compared above
CSPX and FUSD overlap by 50.8% by weight, across 86 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, BROADCOM INC.
Holding both means 50.8% 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 FUSD has 0.25%.
CSPX has a weighted P/E of 27.3 and FUSD has a weighted P/E of 25.3.
See the companies and duplicated exposure across every fund you hold.