CSPX vs XMWO: fund overlap
ETF comparisons / CSPX vs XMWO
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Xtrackers MSCI World Swap UCITS ETF
CSPX and XMWO overlap by 36.4% by weight, across 135 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Xtrackers MSCI World Swap UCITS ETF
Both lines rebased to 0% over their shared dates
135 companies held in both funds
| Shared company | CSPX | XMWO |
|---|---|---|
| Microsoft Corp MSFT | 5.71% | 3.95% |
| AMAZON.COM INC AMZN | 3.78% | 5.43% |
| Apple Inc AAPL | 7.44% | 3.04% |
| BROADCOM INC AVGO | 2.48% | 2.40% |
| Micron Technology Inc MU | 1.59% | 4.29% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.44% | 2.62% |
| ALPHABET INC GOOGL 2 share classes | 5.61% | 1.39% |
| ↳ ALPHABET INC-CL A GOOGL | 3.12% | 1.01% |
| ↳ ALPHABET INC-CL C GOOG | 2.49% | 0.38% |
| ADVANCED MICRO DEVICES AMD | 1.22% | 2.40% |
| Intel Corp INTC | 0.73% | 0.92% |
| WALMART INC. WMT | 0.73% | 1.54% |
| CISCO SYSTEMS, INC. CSCO | 0.66% | 1.33% |
| Costco Wholesale Corp COST | 0.62% | 1.05% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.61% | 0.85% |
| TESLA INC TSLA | 1.54% | 0.60% |
| LAM RESEARCH LRCX | 0.52% | 1.33% |
| THE PROCTER & GAMBLE COMPANY PG | 0.52% | 1.49% |
| Philip Morris International Inc PM | 0.46% | 0.62% |
| Palo Alto Networks Inc PANW | 0.46% | 0.84% |
| Home Depot Inc/The HD | 0.47% | 0.45% |
| CROWDSTRIKE HOLDINGS INC - A CRWD | 0.36% | 1.01% |
| SANDISK CORPORATION SNDK | 0.35% | 3.12% |
| Chevron Corp CVX | 0.60% | 0.34% |
| Caterpillar Inc CAT | 0.55% | 0.34% |
| Linde PLC LIN | 0.33% | 0.67% |
| KLA Corp KLAC | 0.34% | 0.31% |
Based on the holdings compared above
CSPX and XMWO overlap by 36.4% by weight, across 135 shared companies.
The largest companies held in both funds are Microsoft Corp, AMAZON.COM INC, Apple Inc, BROADCOM INC, Micron Technology Inc.
Holding both means 36.4% 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 XMWO has 0.45%.
CSPX has a weighted P/E of 27.3 and XMWO has a weighted P/E of 26.7.
See the companies and duplicated exposure across every fund you hold.