Compare IWLD · CNEW · WRLD
IWLD, CNEW and WRLD hold 1,412 companies between them. None is in every one of them, and IWLD and WRLD are the most alike: 49.3% 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
- Health Care
- Consumer Staples
- Consumer Discretionary
- Financials
- Everything else
- NVDANVIDIA CORPIn 2 of 3IWLD11.6%CNEWnot heldWRLD6.0%
- MSFTMICROSOFT CORPIn 2 of 3IWLD8.0%CNEWnot heldWRLD4.2%
- AAPLAPPLE INCIn 1 of 3IWLDnot heldCNEWnot heldWRLD5.3%
- GOOGLALPHABET INC-AIn 2 of 3IWLD4.5%CNEWnot heldWRLD2.3%
- GOOGALPHABET INC-CIn 2 of 3IWLD3.5%CNEWnot heldWRLD1.9%
- AMZNAMAZON.COM INCIn 1 of 3IWLDnot heldCNEWnot heldWRLD2.7%
- TSLATESLA INCIn 2 of 3IWLD2.2%CNEWnot heldWRLD1.2%
- AMDADVANCED MICRO DEVICES INCIn 2 of 3IWLD2.2%CNEWnot heldWRLD1.1%
- LLYELI LILLY & COIn 2 of 3IWLD2.1%CNEWnot heldWRLD1.1%
- 601579Kuaijishan Shaoxing Wine Co LtdIn 1 of 3IWLDnot heldCNEW2.0%WRLDnot held
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 IWLD already gives you
- IWLD and WRLD share 479 companies49.3%
- IWLD and CNEW share 0 companies0.0%
- CNEW and WRLD share 0 companies0.0%
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.