Compare IFRA · GARP · IIND
IFRA, GARP and IIND hold 390 companies between them. None is in every one of them, and IFRA and GARP are the most alike: 0.3% 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
- Industrials
- Utilities
- Financials
- Information Technology
- Consumer Discretionary
- Everything else
- MSFTMICROSOFT CORPIn 1 of 3IFRAnot heldGARP6.2%IINDnot held
- METAMETA PLATFORMS INCIn 1 of 3IFRAnot heldGARP6.1%IINDnot held
- NVDANVIDIA CORPIn 1 of 3IFRAnot heldGARP5.5%IINDnot held
- AENAAENA SME SAIn 2 of 3IFRA5.1%GARP0.1%IINDnot held
- LLYELI LILLY & COIn 1 of 3IFRAnot heldGARP5.1%IINDnot held
- TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%GARPnot heldIINDnot held
- NEENEXTERA ENERGY INCIn 1 of 3IFRA4.8%GARPnot heldIINDnot held
- GOOGALPHABET INC-CIn 1 of 3IFRAnot heldGARP4.7%IINDnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3IFRAnot heldGARP4.4%IINDnot held
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3IFRAnot heldGARPnot heldIIND4.3%
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 IFRA already gives you
- IFRA and GARP share 3 companies0.3%
- IFRA and IIND share 0 companies0.0%
- GARP and IIND 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.