Compare GWTH · IHWL · QHAL
GWTH, IHWL and QHAL hold at least 757 companies between them. 15 are in every one of them, and IHWL and QHAL are the most alike: 43.9% of each is the same companies.
We can see through 99.5% 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 2 of 3GWTHnot heldIHWL11.6%QHAL4.9%
- MSFTMICROSOFT CORPIn 2 of 3GWTHnot heldIHWL8.0%QHAL5.8%
- AMDADVANCED MICRO DEVICES INCIn 2 of 3GWTH6.3%IHWL2.2%QHALnot held
- METAMETA PLATFORMS INCIn 1 of 3GWTHnot heldIHWLnot heldQHAL5.5%
- MUMICRON TECHNOLOGY INCIn 1 of 3GWTH5.5%IHWLnot heldQHALnot held
- AAPLAPPLE INCIn 1 of 3GWTHnot heldIHWLnot heldQHAL5.3%
- ASMLASML HOLDING NVIn all 3GWTH5.0%IHWL1.6%QHAL2.9%
- LLYELI LILLY & COIn all 3GWTH4.5%IHWL2.1%QHAL3.5%
- GOOGLALPHABET INC-AIn all 3GWTH2.7%IHWL4.4%QHAL2.4%
- GEGE AEROSPACEIn 2 of 3GWTH4.2%IHWLnot heldQHAL0.9%
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 QHAL share 33 companies22.5%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GWTH and IHWL share 33 companies16.6%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- IHWL and QHAL share 166 companies43.9%
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.