Home Portfolio

US large-cap tilt

S&P 500 + NASDAQ 100: how much does it overlap?

The S&P 500 + NASDAQ 100 portfolio has a 24.98% holdings redundancy — the share of its weight that is duplicated across its 2 funds. Its single largest underlying holding is NVIDIA CORP at 7.76% of the whole portfolio. Computed from the funds' published holdings.

Portfolio redundancy 24.98% duplicated across 2 funds
Largest underlying holding

NVIDIA CORP

7.76% of the whole portfolio, across 2 funds

The funds

A US large-cap core with a NASDAQ 100 growth tilt — heavy on the same megacap technology names in both funds.

Top holdings, looked through

Each security aggregated across every fund

HoldingIn fundsPortfolio weight
NVIDIA CORP 2 7.76%
APPLE INC 2 7.22%
MICROSOFT CORP 2 4.47%
AMAZON.COM INC 2 3.85%
ALPHABET INC CLASS A 2 3.32%
BROADCOM INC 2 2.89%
ALPHABET INC CLASS C 2 2.78%
MICRON TECHNOLOGY INC 2 2.58%
META PLATFORMS INC CLASS A 2 2.30%
TESLA INC 2 2.15%

Pairwise overlap

How much each pair of funds shares

Fund pairOverlap
CSPX × CNDX 54.2%

Analyze your own portfolio

Open this portfolio in the interactive tool, then swap in the funds you actually own.

Open in the analyzer

Redundancy = the sum, across every underlying security, of its total portfolio weight minus the largest single fund's contribution — the weight duplicated across funds. Figures derive from each issuer's published holdings. Methodology.