CSPX vs LYXWLD: fund overlap
ETF comparisons / CSPX vs LYXWLD
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Multi Units France SICAV - Amundi MSCI World Swap II UCITS ETF
CSPX and LYXWLD overlap by 46.7% by weight, across 154 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Multi Units France SICAV - Amundi MSCI World Swap II UCITS ETF
Both lines rebased to 0% over their shared dates
154 companies held in both funds
| Shared company | CSPX | LYXWLD |
|---|---|---|
| Apple Inc AAPL | 7.44% | 8.19% |
| Microsoft Corp MSFT | 5.71% | 8.02% |
| AMAZON.COM INC AMZN | 3.78% | 6.88% |
| BROADCOM INC AVGO | 2.48% | 4.48% |
| META PLATFORMS INC-CLASS A META | 2.22% | 5.42% |
| Micron Technology Inc MU | 1.59% | 2.93% |
| TESLA INC TSLA | 1.54% | 4.77% |
| JPMorgan Chase & Co JPM | 1.43% | 1.27% |
| ADVANCED MICRO DEVICES AMD | 1.22% | 2.70% |
| ELI LILLY & CO LLY | 1.37% | 1.10% |
| Mastercard Inc MA | 0.71% | 1.44% |
| AbbVie Inc ABBV | 0.70% | 0.84% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 1.46% |
| Costco Wholesale Corp COST | 0.62% | 0.76% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.61% | 2.14% |
| Caterpillar Inc CAT | 0.55% | 1.17% |
| THE PROCTER & GAMBLE COMPANY PG | 0.52% | 3.47% |
| NETFLIX INC NFLX | 0.51% | 0.90% |
| Applied Materials Inc AMAT | 0.51% | 0.42% |
| ExxonMobil Holdings Corporation 2670549D | 1.04% | 0.42% |
| JOHNSON & JOHNSON JNJ | 0.98% | 0.42% |
| Oracle Corp ORCL | 0.37% | 1.10% |
| Texas Instruments Inc TXN | 0.36% | 0.95% |
| CITIGROUP INC. C | 0.35% | 1.18% |
| SANDISK CORPORATION SNDK | 0.35% | 2.53% |
Based on the holdings compared above
CSPX and LYXWLD overlap by 46.7% by weight, across 154 shared companies.
The largest companies held in both funds are Apple Inc, Microsoft Corp, AMAZON.COM INC, BROADCOM INC, META PLATFORMS INC-CLASS A.
Holding both means 46.7% 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 LYXWLD has 0.30%.
CSPX has a weighted P/E of 27.3 and LYXWLD has a weighted P/E of 30.6.
See the companies and duplicated exposure across every fund you hold.