Compare IJH · ESTX · IACT
IJH, ESTX and IACT hold 678 companies between them. None is in every one of them, and IJH and IACT are the most alike: 0.9% 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
- Health Care
- Everything else
- ASMLASML HOLDING NVIn 1 of 3IJHnot heldESTX10.4%IACTnot held
- NVDANVIDIA CORPIn 1 of 3IJHnot heldESTXnot heldIACT8.4%
- AAPLAPPLE INCIn 1 of 3IJHnot heldESTXnot heldIACT7.7%
- MSFTMICROSOFT CORPIn 1 of 3IJHnot heldESTXnot heldIACT4.9%
- SIESIEMENS AG-REGIn 1 of 3IJHnot heldESTX4.5%IACTnot held
- SANBANCO SANTANDER SAIn 1 of 3IJHnot heldESTX4.2%IACTnot held
- SAPSAP SEIn 1 of 3IJHnot heldESTX4.1%IACTnot held
- TTETOTALENERGIES SEIn 1 of 3IJHnot heldESTX4.1%IACTnot held
- AMZNAMAZON.COM INCIn 1 of 3IJHnot heldESTXnot heldIACT4.0%
- SUSCHNEIDER ELECTRIC SEIn 1 of 3IJHnot heldESTX3.7%IACTnot 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 IJH already gives you
- IJH and IACT share 29 companies0.9%
- IJH and ESTX share 0 companies0.0%
- ESTX and IACT 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.