Compare IJH · GGUS · IACT
IJH, GGUS and IACT hold at least 927 companies between them. None is in every one of them, and GGUS and IACT are the most alike: 49.6% of each is the same companies.
We can see through 89.1% 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
- Industrials
- Financials
- Health Care
- Consumer Discretionary
- Everything else
- Cash
- NVDANVIDIA CORPIn 2 of 3IJHnot heldGGUS5.6%IACT8.4%
- AAPLAPPLE INCIn 2 of 3IJHnot heldGGUS4.9%IACT7.7%
- MSFTMICROSOFT CORPIn 2 of 3IJHnot heldGGUS3.9%IACT4.9%
- AMZNAMAZON.COM INCIn 2 of 3IJHnot heldGGUS2.5%IACT4.0%
- JPMJPMORGAN CHASE & COIn 2 of 3IJHnot heldGGUS0.9%IACT3.3%
- METAMETA PLATFORMS INCIn 2 of 3IJHnot heldGGUS1.7%IACT2.8%
- XOMEXXON MOBIL CORPIn 2 of 3IJHnot heldGGUS0.7%IACT2.7%
- AVGOBROADCOM INCIn 2 of 3IJHnot heldGGUS1.7%IACT2.5%
- GOOGLALPHABET INC-AIn 2 of 3IJHnot heldGGUS2.1%IACT2.4%
- JNJJOHNSON & JOHNSONIn 2 of 3IJHnot heldGGUS0.7%IACT2.0%
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).
What IJH already gives you
- IJH and IACT share 29 companies0.9%
- IJH and GGUS share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GGUS and IACT share 204 companies49.6%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.