Compare IXI · MVB · ARMR
IXI, MVB and ARMR hold 158 companies between them. None is in every one of them, and IXI and ARMR are the most alike: 0.0% 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
- Financials
- Consumer Staples
- Industrials
- Information Technology
- Consumer Discretionary
- Everything else
- ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3IXInot heldMVB20.7%ARMRnot held
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3IXInot heldMVB20.2%ARMRnot held
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3IXInot heldMVB20.2%ARMRnot held
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3IXInot heldMVB19.2%ARMRnot held
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3IXInot heldMVB17.5%ARMRnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3IXInot heldMVBnot heldARMR8.9%
- SAFSAFRAN SAIn 1 of 3IXInot heldMVBnot heldARMR8.1%
- LMTLOCKHEED MARTIN CORPIn 1 of 3IXInot heldMVBnot heldARMR8.1%
- RTXRTXIn 1 of 3IXInot heldMVBnot heldARMR7.7%
- GDGENERAL DYNAMICS CORPIn 1 of 3IXInot heldMVBnot heldARMR7.6%
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 IXI already gives you
- IXI and ARMR share 0 companies0.0%
- IXI and MVB share 0 companies0.0%
- MVB and ARMR 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.