Compare IMTM · WVOL
IMTM and WVOL hold at least 627 companies between them. 130 are in both, and 24.2% of each fund is the same companies.
We can see through 99.1% 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
- Financials
- Health Care
- Industrials
- Energy
- Everything else
- MUMICRON TECHNOLOGY INCIn all 2IMTM5.5%WVOL0.2%
- AMDADVANCED MICRO DEVICES INCIn all 2IMTM4.5%WVOL0.3%
- INTCINTEL CORPORATIONIn all 2IMTM3.0%WVOL<0.1%
- ASMLASML HOLDING NVIn all 2IMTM2.7%WVOL0.7%
- GOOGLALPHABET INC-AIn 1 of 2IMTM2.6%WVOLnot held
- JNJJOHNSON & JOHNSONIn all 2IMTM2.4%WVOL1.2%
- XOMEXXON MOBIL CORPIn all 2IMTM2.2%WVOL1.3%
- GOOGALPHABET INC-CIn all 2IMTM2.2%WVOL0.3%
- AMATAPPLIED MATERIALS INCIn all 2IMTM2.0%WVOL0.6%
- LRCXLAM RESEARCH CORPIn all 2IMTM2.0%WVOL0.3%
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 IMTM already gives you
- IMTM and WVOL share 130 companies24.2%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.