Compare IJH · QYLD · IACT
IJH, QYLD and IACT hold 667 companies between them. None is in every one of them, and QYLD and IACT are the most alike: 53.6% 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
- Industrials
- Financials
- Consumer Discretionary
- Communication Services
- Everything else
- NVDANVIDIA CORPIn 2 of 3IJHnot heldQYLD8.4%IACT8.4%
- AAPLAPPLE INCIn 2 of 3IJHnot heldQYLD7.5%IACT7.7%
- MSFTMICROSOFT CORPIn 2 of 3IJHnot heldQYLD5.8%IACT4.9%
- MUMICRON TECHNOLOGY INCIn 2 of 3IJHnot heldQYLD5.0%IACT2.0%
- AMDADVANCED MICRO DEVICES INCIn 2 of 3IJHnot heldQYLD4.2%IACT1.8%
- AMZNAMAZON.COM INCIn 2 of 3IJHnot heldQYLD4.1%IACT4.0%
- JPMJPMORGAN CHASE & COIn 1 of 3IJHnot heldQYLDnot heldIACT3.3%
- METAMETA PLATFORMS INCIn 2 of 3IJHnot heldQYLD3.2%IACT2.8%
- GOOGLALPHABET INC-AIn 2 of 3IJHnot heldQYLD3.1%IACT2.4%
- TSLATESLA INCIn 2 of 3IJHnot heldQYLD2.9%IACT1.5%
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 QYLD share 0 companies0.0%
- QYLD and IACT share 62 companies53.6%
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.