Compare ESGI · HETH · GARP

ESGI, HETH and GARP hold 435 companies between them. 17 are in every one of them, and HETH and GARP 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 heldHETHnot heldGARP6.2%
• METAMETA PLATFORMS INCIn 1 of 3ESGInot heldHETHnot heldGARP6.1%
• AMATAPPLIED MATERIALS INCIn 2 of 3ESGI5.8%HETH2.0%GARPnot held
• ASMLASML HOLDING NVIn all 3ESGI5.8%HETH3.8%GARP3.1%
• PANWPALO ALTO NETWORKS INCIn 2 of 3ESGI5.6%HETH1.7%GARPnot held
• NVDANVIDIA CORPIn 2 of 3ESGInot heldHETH4.4%GARP5.5%
• LLYELI LILLY & COIn 2 of 3ESGInot heldHETH2.6%GARP5.1%
• GOOGALPHABET INC-CIn 1 of 3ESGInot heldHETHnot heldGARP4.7%
• AAPLAPPLE INCIn 1 of 3ESGInot heldHETH4.4%GARPnot held
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3ESGInot heldHETHnot heldGARP4.4%

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.
• HETH and GARP 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.