CSPX vs LYOR: fund overlap
ETF comparisons / CSPX vs LYOR
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Amundi Smart Overnight Return UCITS ETF Acc
CSPX and LYOR overlap by 60.2% by weight, across 305 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Amundi Smart Overnight Return UCITS ETF Acc
Both lines rebased to 0% over their shared dates
305 companies held in both funds
| Shared company | CSPX | LYOR |
|---|---|---|
| Apple Inc AAPL | 7.44% | 5.67% |
| Microsoft Corp MSFT | 5.71% | 4.17% |
| AMAZON.COM INC AMZN | 3.78% | 4.91% |
| ALPHABET INC GOOGL 2 share classes | 5.61% | 2.84% |
| ↳ ALPHABET INC-CL A GOOGL | 3.12% | 1.24% |
| ↳ ALPHABET INC-CL C GOOG | 2.49% | 1.61% |
| META PLATFORMS INC-CLASS A META | 2.22% | 2.38% |
| BROADCOM INC AVGO | 2.48% | 2.00% |
| Micron Technology Inc MU | 1.59% | 4.78% |
| TESLA INC TSLA | 1.54% | 2.49% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.44% | 1.84% |
| ELI LILLY & CO LLY | 1.37% | 4.01% |
| ADVANCED MICRO DEVICES AMD | 1.22% | 2.36% |
| JPMorgan Chase & Co JPM | 1.43% | 1.05% |
| JOHNSON & JOHNSON JNJ | 0.98% | 1.61% |
| Visa Inc V | 0.95% | 0.90% |
| Intel Corp INTC | 0.73% | 2.13% |
| WALMART INC. WMT | 0.73% | 0.95% |
| AbbVie Inc ABBV | 0.70% | 0.76% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 0.70% |
| Costco Wholesale Corp COST | 0.62% | 1.10% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.61% | 1.38% |
| Chevron Corp CVX | 0.60% | 1.40% |
| Caterpillar Inc CAT | 0.55% | 0.52% |
| LAM RESEARCH LRCX | 0.52% | 1.20% |
| THE PROCTER & GAMBLE COMPANY PG | 0.52% | 1.15% |
| NETFLIX INC NFLX | 0.51% | 0.73% |
Based on the holdings compared above
CSPX and LYOR overlap by 60.2% by weight, across 305 shared companies.
The largest companies held in both funds are Apple Inc, Microsoft Corp, AMAZON.COM INC, ALPHABET INC, META PLATFORMS INC-CLASS A.
Holding both means 60.2% 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.
CSPX has a 0.07% expense ratio and LYOR has 0.10%.
CSPX has a weighted P/E of 27.3 and LYOR has a weighted P/E of 26.9.
See the companies and duplicated exposure across every fund you hold.