LYXWLD vs SP5C: fund overlap
ETF comparisons / LYXWLD vs SP5C
Multi Units France SICAV - Amundi MSCI World Swap II UCITS ETF compared with MUL Amundi Core S Plus P 500 S UCITS ETF Inh.Anteile Acc
LYXWLD and SP5C overlap by 66.1% by weight, across 215 shared companies.
Multi Units France SICAV - Amundi MSCI World Swap II UCITS ETF
MUL Amundi Core S Plus P 500 S UCITS ETF Inh.Anteile Acc
Both lines rebased to 0% over their shared dates
215 companies held in both funds
| Shared company | LYXWLD | SP5C |
|---|---|---|
| AMAZON.COM INC AMZN | 7.85% | 6.87% |
| NVIDIA CORP NVDA | 7.03% | 6.66% |
| ALPHABET INC GOOGL 2 share classes | 6.66% | 7.54% |
| ↳ ALPHABET INC-CL A GOOGL | 5.74% | 5.37% |
| ↳ ALPHABET INC-CL C GOOG | 0.91% | 2.16% |
| Microsoft Corp MSFT | 7.78% | 5.85% |
| Apple Inc AAPL | 5.28% | 4.85% |
| Micron Technology Inc MU | 4.18% | 4.61% |
| TESLA INC TSLA | 4.53% | 3.51% |
| BROADCOM INC AVGO | 2.69% | 2.66% |
| ELI LILLY & CO LLY | 1.88% | 2.23% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 1.30% | 1.32% |
| ADVANCED MICRO DEVICES AMD | 1.85% | 0.95% |
| ANALOG DEVICES, INC. ADI | 0.83% | 0.91% |
| JPMorgan Chase & Co JPM | 0.81% | 1.66% |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY STX | 0.77% | 1.54% |
| SANDISK CORPORATION SNDK | 1.38% | 0.75% |
| Merck & Co Inc MRK | 0.63% | 0.81% |
| WALMART INC. WMT | 2.15% | 0.63% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.60% | 1.10% |
| Oracle Corp ORCL | 0.95% | 0.48% |
| THE SHERWIN-WILLIAMS COMPANY SHW | 1.34% | 0.41% |
| INTUITIVE SURGICAL, INC. ISRG | 0.40% | 0.66% |
| Applied Materials Inc AMAT | 0.38% | 0.69% |
| McDonald's Corp MCD | 0.43% | 0.37% |
| CISCO SYSTEMS, INC. CSCO | 0.37% | 0.58% |
| ExxonMobil Holdings Corporation 2670549D | 0.35% | 1.86% |
Based on the holdings compared above
LYXWLD and SP5C overlap by 66.1% by weight, across 215 shared companies.
The largest companies held in both funds are AMAZON.COM INC, NVIDIA CORP, ALPHABET INC, Microsoft Corp, Apple Inc.
Holding both means 66.1% 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.
LYXWLD has a 0.30% expense ratio and SP5C has 0.05%.
LYXWLD has a weighted P/E of 30.4 and SP5C has a weighted P/E of 28.3.
See the companies and duplicated exposure across every fund you hold.