Compare GWTH · IHWL
GWTH and IHWL hold at least 649 companies between them. 33 are in both, and 16.6% of each fund is the same companies.
We can see through 99.2% 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
- Industrials
- Financials
- Health Care
- Communication Services
- Everything else
- Cash
- NVDANVIDIA CORPIn 1 of 2GWTHnot heldIHWL11.6%
- MSFTMICROSOFT CORPIn 1 of 2GWTHnot heldIHWL8.0%
- AMDADVANCED MICRO DEVICES INCIn all 2GWTH6.3%IHWL2.2%
- MUMICRON TECHNOLOGY INCIn 1 of 2GWTH5.5%IHWLnot held
- ASMLASML HOLDING NVIn all 2GWTH5.0%IHWL1.6%
- LLYELI LILLY & COIn all 2GWTH4.5%IHWL2.1%
- GOOGLALPHABET INC-AIn all 2GWTH2.7%IHWL4.4%
- GEGE AEROSPACEIn 1 of 2GWTH4.2%IHWLnot held
- AMATAPPLIED MATERIALS INCIn all 2GWTH3.5%IHWL0.9%
- GOOGALPHABET INC-CIn all 2GWTH2.1%IHWL3.5%
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). Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What GWTH already gives you
- GWTH and IHWL share 33 companies16.6%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.
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.