Compare ESGI · ETHI · IIND
ESGI, ETHI and IIND hold at least 326 companies between them. None is in every one of them, and ESGI and ETHI are the most alike: 17.3% of each is the same companies.
We can see through 99.4% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
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
- Information Technology
- Financials
- Consumer Discretionary
- Industrials
- Health Care
- Everything else
- Cash
- AMATAPPLIED MATERIALS INCIn 2 of 3ESGI5.8%ETHI2.0%IINDnot held
- ASMLASML HOLDING NVIn 2 of 3ESGI5.8%ETHI3.8%IINDnot held
- PANWPALO ALTO NETWORKS INCIn 2 of 3ESGI5.6%ETHI1.7%IINDnot held
- NVDANVIDIA CORPIn 1 of 3ESGInot heldETHI4.4%IINDnot held
- AAPLAPPLE INCIn 1 of 3ESGInot heldETHI4.4%IINDnot held
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3ESGInot heldETHInot heldIIND4.3%
- MMMahindra & Mahindra LtdIn 1 of 3ESGInot heldETHInot heldIIND4.2%
- DIXONDixon Technologies India LtdIn 1 of 3ESGInot heldETHInot heldIIND4.1%
- VVISA INC-CLASS AIn 1 of 3ESGInot heldETHI4.1%IINDnot held
- INFOINFOSYS LTDIn 1 of 3ESGInot heldETHInot heldIIND4.1%
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. The striped colours are money we cannot see inside a company (cash, bonds, a fund we cannot open).
What ESGI already gives you
- ESGI and ETHI share 40 companies17.3%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- ESGI and IIND share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- ETHI and IIND 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.