Compare IJH · IACT · VTS
IJH, IACT and VTS hold 3,395 companies between them. 28 are in every one of them, and IACT and VTS are the most alike: 62.6% 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
- Health Care
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn 2 of 3IJHnot heldIACT8.4%VTS6.9%
- AAPLAPPLE INCIn 2 of 3IJHnot heldIACT7.7%VTS6.3%
- MSFTMICROSOFT CORPIn 2 of 3IJHnot heldIACT4.9%VTS5.1%
- AMZNAMAZON.COM INCIn 2 of 3IJHnot heldIACT4.0%VTS3.4%
- JPMJPMORGAN CHASE & COIn 2 of 3IJHnot heldIACT3.3%VTS1.3%
- METAMETA PLATFORMS INCIn 2 of 3IJHnot heldIACT2.8%VTS1.7%
- GOOGLALPHABET INC-AIn 2 of 3IJHnot heldIACT2.4%VTS2.7%
- XOMEXXON MOBIL CORPIn 2 of 3IJHnot heldIACT2.7%VTS0.9%
- AVGOBROADCOM INCIn 2 of 3IJHnot heldIACT2.5%VTS2.4%
- GOOGALPHABET INC-CIn 2 of 3IJHnot heldIACT2.0%VTS2.1%
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 VTS share 391 companies4.7%
- IJH and IACT share 29 companies0.9%
- IACT and VTS share 253 companies62.6%
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.