Compare ARMR · IXI · DTEC
ARMR, IXI and DTEC hold 160 companies between them. None is in every one of them, and ARMR and DTEC are the most alike: 75.6% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Industrials
- Consumer Staples
- Information Technology
- Consumer Discretionary
- Everything else
- PLTRPALANTIR TECHNOLOGIES INCIn 2 of 3ARMR8.9%IXInot heldDTEC11.7%
- RTXRTXIn 2 of 3ARMR7.7%IXInot heldDTEC9.1%
- GDGENERAL DYNAMICS CORPIn 2 of 3ARMR7.6%IXInot heldDTEC8.3%
- LMTLOCKHEED MARTIN CORPIn 2 of 3ARMR8.1%IXInot heldDTEC8.3%
- SAFSAFRAN SAIn 1 of 3ARMR8.1%IXInot heldDTECnot held
- NOCNORTHROP GRUMMAN CORPIn 2 of 3ARMR6.7%IXInot heldDTEC7.8%
- WMTWALMART INCIn 1 of 3ARMRnot heldIXI7.1%DTECnot held
- BA/BAE SYSTEMS PLCIn 2 of 3ARMR7.0%IXInot heldDTEC4.7%
- COSTCOSTCO WHOLESALE CORPIn 1 of 3ARMRnot heldIXI6.1%DTECnot held
- PGPROCTER & GAMBLE CO/THEIn 1 of 3ARMRnot heldIXI5.1%DTECnot held
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What ARMR already gives you
- ARMR and DTEC share 41 companies75.6%
- ARMR and IXI share 0 companies0.0%
- IXI and DTEC share 0 companies0.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.