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 56.9% by weight, across 192 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
192 companies held in both funds
| Shared company | LYXWLD | SP5C |
|---|---|---|
| Apple Inc AAPL | 8.19% | 8.90% |
| Microsoft Corp MSFT | 8.02% | 7.09% |
| AMAZON.COM INC AMZN | 6.88% | 5.75% |
| Micron Technology Inc MU | 2.93% | 4.21% |
| TESLA INC TSLA | 4.77% | 2.68% |
| BROADCOM INC AVGO | 4.48% | 1.82% |
| META PLATFORMS INC-CLASS A META | 5.42% | 1.48% |
| ADVANCED MICRO DEVICES AMD | 2.70% | 1.47% |
| CISCO SYSTEMS, INC. CSCO | 1.46% | 1.50% |
| JPMorgan Chase & Co JPM | 1.27% | 2.73% |
| SANDISK CORPORATION SNDK | 2.53% | 1.22% |
| CITIGROUP INC. C | 1.18% | 1.30% |
| Caterpillar Inc CAT | 1.17% | 1.21% |
| Mastercard Inc MA | 1.44% | 1.15% |
| Oracle Corp ORCL | 1.10% | 1.72% |
| ELI LILLY & CO LLY | 1.10% | 1.00% |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY STX | 0.91% | 2.31% |
| Costco Wholesale Corp COST | 0.76% | 1.59% |
| AbbVie Inc ABBV | 0.84% | 0.74% |
| MARVELL TECHNOLOGY, INC. MRVL | 1.24% | 0.66% |
| Texas Instruments Inc TXN | 0.95% | 0.58% |
| Applied Materials Inc AMAT | 0.42% | 0.49% |
| ExxonMobil Holdings Corporation 2670549D | 0.42% | 1.33% |
| JOHNSON & JOHNSON JNJ | 0.42% | 1.23% |
| Accenture PLC ACN | 0.41% | 0.58% |
Based on the holdings compared above
LYXWLD and SP5C overlap by 56.9% by weight, across 192 shared companies.
The largest companies held in both funds are Apple Inc, Microsoft Corp, AMAZON.COM INC, Micron Technology Inc, TESLA INC.
Holding both means 56.9% 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 30.6 and SP5C has a weighted P/E of 29.1.
See the companies and duplicated exposure across every fund you hold.