CSPX vs X500: fund overlap
ETF comparisons / CSPX vs X500
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Xtrackers S&P 500 Swap II UCITS ETF USD Acc
CSPX and X500 overlap by 46.4% by weight, across 180 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Xtrackers S&P 500 Swap II UCITS ETF USD Acc
Both lines rebased to 0% over their shared dates
180 companies held in both funds
| Shared company | CSPX | X500 |
|---|---|---|
| ALPHABET INC GOOGL 2 share classes | 5.51% | 3.86% |
| ↳ ALPHABET INC-CL A GOOGL | 3.06% | 3.83% |
| ↳ ALPHABET INC-CL C GOOG | 2.46% | 0.04% |
| AMAZON.COM INC AMZN | 3.82% | 5.68% |
| NVIDIA CORP NVDA | 8.23% | 2.91% |
| Apple Inc AAPL | 7.29% | 2.77% |
| Microsoft Corp MSFT | 5.89% | 2.68% |
| BROADCOM INC AVGO | 2.55% | 2.21% |
| TESLA INC TSLA | 1.60% | 3.92% |
| ADVANCED MICRO DEVICES AMD | 1.47% | 3.90% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.43% | 2.62% |
| ELI LILLY & CO LLY | 1.40% | 1.77% |
| Intel Corp INTC | 0.77% | 1.62% |
| WALMART INC. WMT | 0.74% | 0.94% |
| JOHNSON & JOHNSON JNJ | 0.94% | 0.74% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.71% | 1.10% |
| CISCO SYSTEMS, INC. CSCO | 0.69% | 1.11% |
| Chevron Corp CVX | 0.62% | 1.14% |
| Palo Alto Networks Inc PANW | 0.51% | 1.32% |
| NETFLIX INC NFLX | 0.43% | 0.98% |
| Home Depot Inc/The HD | 0.43% | 3.41% |
| CROWDSTRIKE HOLDINGS INC - A CRWD | 0.42% | 1.82% |
| GE VERNOVA INC. GEV | 0.40% | 0.77% |
| Texas Instruments Inc TXN | 0.38% | 2.42% |
| Wells Fargo & Co WFC | 0.38% | 1.17% |
| RTX Corp RTX | 0.37% | 0.71% |
| Costco Wholesale Corp COST | 0.62% | 0.36% |
Based on the holdings compared above
CSPX and X500 overlap by 46.4% by weight, across 180 shared companies.
The largest companies held in both funds are ALPHABET INC, AMAZON.COM INC, NVIDIA CORP, Apple Inc, Microsoft Corp.
Holding both means 46.4% 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 X500 has 0.04%.
CSPX has a weighted P/E of 27.0 and X500 has a weighted P/E of 28.3.
See the companies and duplicated exposure across every fund you hold.