Compare IACT · GRIN · IHVV
IACT, GRIN and IHVV hold 607 companies between them. None is in every one of them, and IACT and IHVV are the most alike: 67.9% 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
- NVDANVIDIA CORPIn 2 of 3IACT8.4%GRINnot heldIHVV8.3%
- AAPLAPPLE INCIn 2 of 3IACT7.7%GRINnot heldIHVV7.3%
- MSFTMICROSOFT CORPIn 2 of 3IACT4.9%GRINnot heldIHVV5.7%
- AMZNAMAZON.COM INCIn 2 of 3IACT4.0%GRINnot heldIHVV3.7%
- JPMJPMORGAN CHASE & COIn 2 of 3IACT3.3%GRINnot heldIHVV1.3%
- GOOGLALPHABET INC-AIn 2 of 3IACT2.4%GRINnot heldIHVV3.0%
- METAMETA PLATFORMS INCIn 2 of 3IACT2.8%GRINnot heldIHVV2.5%
- XOMEXXON MOBIL CORPIn 2 of 3IACT2.7%GRINnot heldIHVV1.0%
- AVGOBROADCOM INCIn 2 of 3IACT2.5%GRINnot heldIHVV2.6%
- GOOGALPHABET INC-CIn 2 of 3IACT2.0%GRINnot heldIHVV2.4%
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 IACT already gives you
- IACT and IHVV share 204 companies67.9%
- IACT and GRIN share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GRIN and IHVV share 0 companies0.0%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.