Compare IGRO · VHGR
IGRO and VHGR hold at least 1,757 companies between them. 366 are in both, and 30.1% of each fund is the same companies.
We can see through 92.7% 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
- Financials
- Industrials
- Materials
- Health Care
- Everything else
- Bonds
- Funds we cannot open
- NVDANVIDIA CORPIn all 2IGRO7.1%VHGR0.7%
- MSFTMICROSOFT CORPIn all 2IGRO4.9%VHGR0.8%
- CBACOMMONWEALTH BANK OF AUSTRALIA.In all 2IGRO3.7%VHGR0.5%
- GOOGLALPHABET INC-AIn all 2IGRO2.7%VHGR0.3%
- MQGMACQUARIE GROUP LIMITEDIn all 2IGRO2.4%VHGR0.5%
- CSLCSL LIMITEDIn all 2IGRO2.3%VHGR0.5%
- WESWESFARMERS LIMITEDIn all 2IGRO2.2%VHGR0.5%
- GOOGALPHABET INC-CIn all 2IGRO2.1%VHGR0.3%
- GMGGOODMAN GROUPIn all 2IGRO1.4%VHGR0.7%
- TSLATESLA INCIn 1 of 2IGRO1.4%VHGRnot 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. 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 IGRO already gives you
- IGRO and VHGR share 366 companies30.1%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.