Compare ETHI · IWLD · WDMF

ETHI, IWLD and WDMF hold 916 companies between them. 60 are in every one of them, and IWLD and WDMF are the most alike: 38.6% of each is the same companies.

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

• NVDANVIDIA CORPIn all 3ETHI4.4%IWLD11.6%WDMF5.7%
• MSFTMICROSOFT CORPIn 2 of 3ETHInot heldIWLD8.0%WDMF3.9%
• AAPLAPPLE INCIn 2 of 3ETHI4.4%IWLDnot heldWDMF5.1%
• GOOGLALPHABET INC-AIn 2 of 3ETHInot heldIWLD4.5%WDMF0.3%
• VVISA INC-CLASS AIn all 3ETHI4.1%IWLD1.3%WDMF0.7%
• AVGOBROADCOM INCIn 2 of 3ETHI3.9%IWLDnot heldWDMF1.9%
• MAMASTERCARD INC-AIn all 3ETHI3.8%IWLD1.0%WDMF0.5%
• ASMLASML HOLDING NVIn all 3ETHI3.8%IWLD1.6%WDMF0.7%
• GOOGALPHABET INC-CIn 2 of 3ETHInot heldIWLD3.5%WDMF3.5%
• 7203TOYOTA MOTOR CORPIn all 3ETHI2.9%IWLD0.4%WDMF<0.1%

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.

• ETHI and IWLD share 115 companies27.6%
• ETHI and WDMF share 90 companies26.9%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• IWLD and WDMF share 198 companies38.6%
  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.

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.