Compare ESGI · GARP · HETH

ESGI, GARP and HETH hold 435 companies between them. 17 are in every one of them, and GARP and HETH are the most alike: 28.2% of each is the same companies.

• Information Technology
• Financials
• Health Care
• Industrials
• Consumer Discretionary
• Everything else
• Cash

• MSFTMICROSOFT CORPIn 1 of 3ESGInot heldGARP6.2%HETHnot held
• METAMETA PLATFORMS INCIn 1 of 3ESGInot heldGARP6.1%HETHnot held
• AMATAPPLIED MATERIALS INCIn 2 of 3ESGI5.8%GARPnot heldHETH2.0%
• ASMLASML HOLDING NVIn all 3ESGI5.8%GARP3.1%HETH3.8%
• PANWPALO ALTO NETWORKS INCIn 2 of 3ESGI5.6%GARPnot heldHETH1.7%
• NVDANVIDIA CORPIn 2 of 3ESGInot heldGARP5.5%HETH4.4%
• LLYELI LILLY & COIn 2 of 3ESGInot heldGARP5.1%HETH2.6%
• GOOGALPHABET INC-CIn 1 of 3ESGInot heldGARP4.7%HETHnot held
• AAPLAPPLE INCIn 1 of 3ESGInot heldGARPnot heldHETH4.4%
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3ESGInot heldGARP4.4%HETHnot held

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).

• ESGI and HETH share 40 companies17.3%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• ESGI and GARP share 43 companies12.4%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GARP and HETH share 55 companies28.2%

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.

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.