Compare GTUM · GARP
GTUM and GARP hold 384 companies between them. 37 are in both, and 17.9% of each fund 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
- Communication Services
- Health Care
- Everything else
- MSFTMICROSOFT CORPIn 1 of 2GTUMnot heldGARP6.2%
- METAMETA PLATFORMS INCIn 1 of 2GTUMnot heldGARP6.1%
- MUMICRON TECHNOLOGY INCIn 1 of 2GTUM5.6%GARPnot held
- NVDANVIDIA CORPIn 1 of 2GTUMnot heldGARP5.5%
- LLYELI LILLY & COIn 1 of 2GTUMnot heldGARP5.1%
- LRCXLAM RESEARCH CORPIn 1 of 2GTUM4.7%GARPnot held
- GOOGALPHABET INC-CIn all 2GTUM2.5%GARP4.7%
- JNJJOHNSON & JOHNSONIn all 2GTUM4.6%GARP2.1%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 2GTUMnot heldGARP4.4%
- CATCATERPILLAR INCIn all 2GTUM4.2%GARP1.2%
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 GTUM already gives you
- GTUM and GARP share 37 companies17.9%
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.