Fund comparison · from official SEC filings
CAHEX vs SWPPX: how much do they overlap?
Calamos Hedged Equity Fund and Schwab S&P 500 Index Fund
vs
CAHEX and SWPPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CAHEX
SWPPX
N
NVDANVIDIA CORP
8.31%
7.85%
A
AAPLAPPLE INC
6.69%
6.45%
M
MSFTMICROSOFT CORP
5.11%
4.90%
A
AMZNAMAZON.COM INC
4.29%
4.19%
G
GOOGLALPHABET INC-CL A
3.47%
3.63%
G
GOOGALPHABET INC-CL C
3.44%
2.89%
A
AVGOBROADCOM INC
3.27%
3.20%
M
METAMETA PLATFORMS INC-CLASS A
2.22%
2.17%
T
TSLATESLA INC
1.75%
1.74%
J
JPMJPMORGAN CHASE & CO
1.44%
1.37%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.23%
1.41%
L
LLYELI LILLY & CO
1.34%
1.20%
W
WMTWALMART INC
1.14%
0.94%
V
VVISA INC-CLASS A SHARES
1.13%
0.90%
E
EXMOCEXXON MOBIL CORP
1.13%
1.04%
A
AMDADVANCED MICRO DEVICES
1.13%
0.94%
M
MUMICRON TECHNOLOGY INC
1.03%
0.94%
C
CVXCHEVRON CORP
0.96%
0.59%
G
GSGOLDMAN SACHS GROUP INC
0.94%
0.45%
J
JNJJOHNSON & JOHNSON
0.83%
0.90%
C
CATCATERPILLAR INC
0.83%
0.67%
B
BACBANK OF AMERICA CORP
0.82%
0.57%
C
CSCOCISCO SYSTEMS INC
0.80%
0.59%
M
MAMASTERCARD INC - A
0.76%
0.66%
W
WFCWELLS FARGO & CO
0.73%
0.41%
Only in CAHEX
?
—State Street Global Advisors
0.78%
S
SPYSS SPDR S&P 500 ETF TRUST-US
0.76%
C
CCLCARNIVAL CORP LTD
0.15%
?
—Options Clearing Corp.
-3.05%
Only in SWPPX
K
KLACKLA CORP
0.37%
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.24%
G
GLWCORNING INC
0.21%
V
VRTVERTIV HOLDINGS CO-A
0.20%
B
BMYBRISTOL-MYERS SQUIBB CO
0.20%
M
MOALTRIA GROUP INC
0.20%
N
NEMNEWMONT CORP
0.20%
P
PGRPROGRESSIVE CORP
0.19%
P
PHPARKER HANNIFIN CORP
0.19%
T
TTTRANE TECHNOLOGIES PLC
0.18%
C
CEGCONSTELLATION ENERGY
0.16%
H
HWMHOWMET AEROSPACE INC
0.16%
C
CMICUMMINS INC
0.15%
P
PNCPNC FINANCIAL SERVICES GROUP
0.15%
I
ICEINTERCONTINENTAL EXCHANGE IN
0.15%
C
CDNSCADENCE DESIGN SYS INC
0.15%
F
FDXFEDEX CORP
0.14%
E
ELVELEVANCE HEALTH INC
0.13%
C
CRHCRH PLC
0.13%
M
MARMARRIOTT INTERNATIONAL -CL A
0.13%
M
MPWRMONOLITHIC POWER SYSTEMS INC
0.13%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.12%
C
CIENCIENA CORP
0.12%
M
MSIMOTOROLA SOLUTIONS INC
0.12%
K
KKRKKR & CO INC
0.12%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.