Compare INCM · SPY
INCM and SPY hold 575 companies between them. 106 are in both, and 37.5% of each fund 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
- Health Care
- Communication Services
- Industrials
- Everything else
- NVDANVIDIA CORPIn 1 of 2INCMnot heldSPY8.3%
- MSFTMICROSOFT CORPIn all 2INCM7.8%SPY5.7%
- AAPLAPPLE INCIn all 2INCM5.5%SPY7.3%
- VZVERIZON COMMUNICATIONS INCIn all 2INCM4.2%SPY0.3%
- AVGOBROADCOM INCIn all 2INCM3.8%SPY2.5%
- AMZNAMAZON.COM INCIn 1 of 2INCMnot heldSPY3.7%
- GOOGLALPHABET INC-AIn 1 of 2INCMnot heldSPY3.0%
- METAMETA PLATFORMS INCIn 1 of 2INCMnot heldSPY2.5%
- GOOGALPHABET INC-CIn 1 of 2INCMnot heldSPY2.4%
- XOMEXXON MOBIL CORPIn all 2INCM2.4%SPY1.0%
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. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What INCM already gives you
- INCM and SPY share 106 companies37.5%
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.