Compare ESGI · GTUM
ESGI and GTUM hold at least 327 companies between them. 12 are in both, and 9.1% of each fund is the same companies.
We can see through 99.3% 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
- Industrials
- Health Care
- Communication Services
- Everything else
- Cash
- AMATAPPLIED MATERIALS INCIn all 2ESGI5.8%GTUM3.0%
- ASMLASML HOLDING NVIn all 2ESGI5.8%GTUM2.6%
- PANWPALO ALTO NETWORKS INCIn 1 of 2ESGI5.6%GTUMnot held
- MUMICRON TECHNOLOGY INCIn 1 of 2ESGInot heldGTUM5.6%
- LRCXLAM RESEARCH CORPIn 1 of 2ESGInot heldGTUM4.7%
- JNJJOHNSON & JOHNSONIn 1 of 2ESGInot heldGTUM4.6%
- CATCATERPILLAR INCIn 1 of 2ESGInot heldGTUM4.2%
- SNDKSANDISK CORP/DEIn 1 of 2ESGInot heldGTUM4.2%
- INTCINTEL CORPORATIONIn 1 of 2ESGInot heldGTUM3.2%
- HSBAHSBC HOLDINGS PLCIn 1 of 2ESGInot heldGTUM2.8%
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 GTUM share 12 companies9.1%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
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.