CSPX vs VIG ETF holdings comparison
iShares Core S&P 500 UCITS ETF (USD Acc) (CSPX) · Vanguard Dividend Appreciation ETF (VIG)
CSPX and VIG overlap by 38.9% by portfolio weight. The remaining 61.1 percentage points are not counted as shared holdings weight by this calculation. They share 165 stocks; the largest shared position is Apple (AAPL), contributing 4.07% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
CSPX and VIG share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold. It answers "how much of my money is in the same stocks either way?" See methodology.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
| Company | Ticker | in CSPX | in VIG |
|---|---|---|---|
| Apple | AAPL | 6.96% | 4.07% |
| Microsoft | MSFT | 5.57% | 3.97% |
| Broadcom Inc | AVGO | 2.55% | 5.18% |
| Jpmorgan Chase & Co | JPM | 1.44% | 3.59% |
| Eli Lilly | LLY | 1.42% | 3.34% |
| Johnson & Johnson | JNJ | 0.98% | 2.49% |
| Visa Class A | V | 0.96% | 2.33% |
| Mastercard Class A | MA | 0.73% | 1.84% |
| Abbvie | ABBV | 0.70% | 1.68% |
| Walmart Inc | WMT | 0.69% | 2.60% |
Holdings only in CSPX or VIG
CSPX has 338 fund-only positions representing approximately 56.4 percentage points of reported exposure; VIG has 167 fund-only positions representing approximately 7.8 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in CSPX
| Company | Ticker | Weight |
|---|---|---|
| Nvidia | NVDA | 7.68% |
| Amazon.Com Inc | AMZN | 3.85% |
| Alphabet Class A | GOOGL | 3.03% |
| Alphabet Class C | GOOG | 2.42% |
| Meta Platforms Class A | META | 1.91% |
| Micron Technology | MU | 1.60% |
| Tesla Inc | TSLA | 1.47% |
| Berkshire Hathaway Inc Class B | BRKB | 1.40% |
| Advanced Micro Devices | AMD | 1.19% |
| Exxonmobil Holdings Corp | XOM | 0.99% |
Largest positions only in VIG
| Company | Ticker | Weight |
|---|---|---|
| Exxon Mobil Corp | XOM | 2.90% |
| Honeywell International Inc | HON | 0.61% |
| Sunbelt Rentals Holdings Inc | SUNB | 0.14% |
| BWX Technologies Inc | BWXT | 0.09% |
| RB Global Inc | RBA | 0.09% |
| Reliance Inc | RS | 0.09% |
| Royal Gold Inc | RGLD | 0.09% |
| ITT Inc | ITT | 0.08% |
| HEICO Corp | HEIA | 0.07% |
| Watsco Inc | WSO | 0.07% |
FAQ
How much do CSPX and VIG overlap?
CSPX and VIG have 38.9% overlap by weight, sharing 165 equity positions (out of 503 in CSPX and 332 in VIG). The official holdings files used are dated 2026-08-26 for CSPX and 2026-04-30 for VIG.
What does 38.9% overlap mean?
CSPX and VIG share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do CSPX and VIG both hold?
The largest shared positions are Apple, Microsoft, Broadcom Inc, Jpmorgan Chase & Co, Eli Lilly. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between CSPX and VIG?
CSPX has 338 positions not found in VIG, while VIG has 167 positions not found in CSPX. The largest fund-only positions and their weights are shown on this page.