Compare LEND · MOON · SPY
LEND, MOON and SPY hold 563 companies between them. None is in every one of them, and LEND and MOON 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
- Communication Services
- Information Technology
- Industrials
- Health Care
- Everything else
- SPCXSPACE EXPLORATION TECHNOLOGIESIn 1 of 3LENDnot heldMOON26.9%SPYnot held
- RKLBROCKET LAB CORPIn 1 of 3LENDnot heldMOON10.5%SPYnot held
- VSATVIASAT INCIn 1 of 3LENDnot heldMOON9.9%SPYnot held
- ASTSAST SPACEMOBILE INCIn 1 of 3LENDnot heldMOON9.8%SPYnot held
- NVDANVIDIA CORPIn 1 of 3LENDnot heldMOONnot heldSPY8.3%
- MAINMain Street Capital CorpIn 1 of 3LEND8.0%MOONnot heldSPYnot held
- HTGCHercules Capital IncIn 1 of 3LEND8.0%MOONnot heldSPYnot held
- FSKFs Kkr Capital CorpIn 1 of 3LEND7.8%MOONnot heldSPYnot held
- ARCCAres Capital CorpIn 1 of 3LEND7.7%MOONnot heldSPYnot held
- BXSLBlackstone Secured Lending FundIn 1 of 3LEND7.7%MOONnot heldSPYnot 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 LEND already gives you
- LEND and MOON share 0 companies0.0%
- LEND and SPY share 0 companies0.0%
- MOON and SPY 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.