CSPX vs XZWD: fund overlap
ETF comparisons / CSPX vs XZWD
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc) compared with Xtrackers MSCI World ESG UCITS ETF D
CSPX and XZWD overlap by 46.1% by weight, across 197 shared companies.
iShares VII Public Limited Company - iShares S&P 500 - B UCITS ETF (Acc)
Xtrackers MSCI World ESG UCITS ETF D
Both lines rebased to 0% over their shared dates
197 companies held in both funds
| Shared company | CSPX | XZWD |
|---|---|---|
| NVIDIA CORP NVDA | 8.23% | 11.36% |
| Microsoft Corp MSFT | 5.89% | 9.13% |
| ALPHABET INC GOOGL 2 share classes | 5.51% | 8.99% |
| ↳ ALPHABET INC-CL A GOOGL | 3.06% | 5.02% |
| ↳ ALPHABET INC-CL C GOOG | 2.46% | 3.97% |
| TESLA INC TSLA | 1.60% | 2.64% |
| ADVANCED MICRO DEVICES AMD | 1.47% | 2.57% |
| ELI LILLY & CO LLY | 1.40% | 2.32% |
| Visa Inc V | 0.98% | 1.51% |
| JOHNSON & JOHNSON JNJ | 0.94% | 1.52% |
| Intel Corp INTC | 0.77% | 1.21% |
| Mastercard Inc MA | 0.71% | 1.13% |
| Merck & Co Inc MRK | 0.53% | 0.86% |
| Palo Alto Networks Inc PANW | 0.51% | 0.81% |
| Home Depot Inc/The HD | 0.43% | 0.70% |
| Texas Instruments Inc TXN | 0.38% | 0.64% |
| MARVELL TECHNOLOGY, INC. MRVL | 0.36% | 0.59% |
| MORGAN STANLEY MS | 0.34% | 0.55% |
| Linde PLC LIN | 0.33% | 0.55% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.32% | 0.51% |
| Salesforce Inc CRM | 0.28% | 0.44% |
| Gilead Sciences Inc GILD | 0.28% | 0.44% |
| Walt Disney Co/The DIS | 0.28% | 0.44% |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY STX | 0.26% | 0.44% |
| Verizon Communications Inc VZ | 0.26% | 0.47% |
| EATON CORPORATION PUBLIC LIMITED COMPANY ETN | 0.25% | 0.41% |
| McDonald's Corp MCD | 0.25% | 0.40% |
Based on the holdings compared above
CSPX and XZWD overlap by 46.1% by weight, across 197 shared companies.
The largest companies held in both funds are NVIDIA CORP, Microsoft Corp, ALPHABET INC, TESLA INC, ADVANCED MICRO DEVICES.
Holding both means 46.1% 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 XZWD has 0.20%.
CSPX has a weighted P/E of 27.0 and XZWD has a weighted P/E of 26.0.
See the companies and duplicated exposure across every fund you hold.