CSPX vs SEAC: fund overlap
ETF comparisons / CSPX vs SEAC
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with UBS MSCI World Socially Responsible UCITS ETF USD acc
CSPX and SEAC overlap by 29.8% by weight, across 143 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
UBS MSCI World Socially Responsible UCITS ETF USD acc
Both lines rebased to 0% over their shared dates
143 companies held in both funds
| Shared company | CSPX | SEAC |
|---|---|---|
| Microsoft Corp MSFT | 5.71% | 5.18% |
| NVIDIA CORP NVDA | 7.77% | 5.12% |
| TESLA INC TSLA | 1.54% | 4.78% |
| ADVANCED MICRO DEVICES AMD | 1.22% | 3.78% |
| Visa Inc V | 0.95% | 2.80% |
| Intel Corp INTC | 0.73% | 2.03% |
| Caterpillar Inc CAT | 0.55% | 1.70% |
| THE COCA-COLA COMPANY KO | 0.53% | 1.56% |
| LAM RESEARCH LRCX | 0.52% | 1.71% |
| Applied Materials Inc AMAT | 0.51% | 1.66% |
| Home Depot Inc/The HD | 0.47% | 1.40% |
| Palo Alto Networks Inc PANW | 0.46% | 1.27% |
| Verizon Communications Inc VZ | 0.33% | 0.96% |
| Salesforce Inc CRM | 0.32% | 0.89% |
| Amgen Inc AMGN | 0.31% | 0.95% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.29% | 0.89% |
| Walt Disney Co/The DIS | 0.29% | 0.84% |
| Pepsico, Inc. PEP | 0.28% | 0.86% |
| Gilead Sciences Inc GILD | 0.28% | 0.83% |
| ANALOG DEVICES, INC. ADI | 0.27% | 0.81% |
| AMERICAN EXPRESS COMPANY AXP | 0.27% | 0.78% |
| BLACKROCK, INC. BLK | 0.23% | 0.72% |
| WESTERN DIGITAL CORPORATION WDC | 0.22% | 0.73% |
| SERVICENOW, INC. NOW | 0.22% | 0.62% |
| Booking Holdings Inc BKNG | 0.21% | 0.62% |
Based on the holdings compared above
CSPX and SEAC overlap by 29.8% by weight, across 143 shared companies.
The largest companies held in both funds are Microsoft Corp, NVIDIA CORP, TESLA INC, ADVANCED MICRO DEVICES, Visa Inc.
Holding both means 29.8% 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 SEAC has 0.22%.
CSPX has a weighted P/E of 27.3 and SEAC has a weighted P/E of 27.4.
See the companies and duplicated exposure across every fund you hold.