Compare GARP · VGAD · IIND
GARP, VGAD and IIND hold 1,270 companies between them. None is in every one of them, and GARP and VGAD are the most alike: 29.3% of each is the same companies.
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
- Consumer Discretionary
- Communication Services
- Everything else
- MSFTMICROSOFT CORPIn 2 of 3GARP6.2%VGAD4.0%IINDnot held
- METAMETA PLATFORMS INCIn 2 of 3GARP6.1%VGAD1.4%IINDnot held
- NVDANVIDIA CORPIn 2 of 3GARP5.5%VGAD5.6%IINDnot held
- AAPLAPPLE INCIn 1 of 3GARPnot heldVGAD5.2%IINDnot held
- LLYELI LILLY & COIn 2 of 3GARP5.1%VGAD1.0%IINDnot held
- GOOGALPHABET INC-CIn 2 of 3GARP4.7%VGAD1.7%IINDnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%VGAD0.8%IINDnot held
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3GARPnot heldVGADnot heldIIND4.3%
- MMMahindra & Mahindra LtdIn 1 of 3GARPnot heldVGADnot heldIIND4.2%
- DIXONDixon Technologies India LtdIn 1 of 3GARPnot heldVGADnot 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. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What GARP already gives you
- GARP and VGAD share 190 companies29.3%
- GARP and IIND share 0 companies0.0%
- VGAD 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.