Compare HETH · IIND · GARP
HETH, IIND and GARP hold 393 companies between them. None is in every one of them, and HETH and GARP are the most alike: 28.2% 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
- Consumer Discretionary
- Industrials
- Health Care
- Everything else
- MSFTMICROSOFT CORPIn 1 of 3HETHnot heldIINDnot heldGARP6.2%
- METAMETA PLATFORMS INCIn 1 of 3HETHnot heldIINDnot heldGARP6.1%
- NVDANVIDIA CORPIn 2 of 3HETH4.4%IINDnot heldGARP5.5%
- LLYELI LILLY & COIn 2 of 3HETH2.6%IINDnot heldGARP5.1%
- GOOGALPHABET INC-CIn 1 of 3HETHnot heldIINDnot heldGARP4.7%
- AAPLAPPLE INCIn 1 of 3HETH4.4%IINDnot heldGARPnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3HETHnot heldIINDnot heldGARP4.4%
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3HETHnot heldIIND4.3%GARPnot held
- MMMahindra & Mahindra LtdIn 1 of 3HETHnot heldIIND4.2%GARPnot held
- DIXONDixon Technologies India LtdIn 1 of 3HETHnot heldIIND4.1%GARPnot held
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 HETH already gives you
- HETH and GARP share 55 companies28.2%
- HETH and IIND share 0 companies0.0%
- IIND and GARP 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.