Compare LEND · RESM · SPY
LEND, RESM and SPY hold 551 companies between them. None is in every one of them, and RESM and SPY are the most alike: <0.1% 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
- Materials
- Information Technology
- Communication Services
- Health Care
- Everything else
- SQMQUIMICA Y-SP ADRIn 1 of 3LENDnot heldRESM10.6%SPYnot held
- ALBALBEMARLE CORPIn 2 of 3LENDnot heldRESM10.3%SPY<0.1%
- LYCLYNAS RARE EARTHS LIMITEDIn 1 of 3LENDnot heldRESM10.3%SPYnot held
- MPMp Materials CorpIn 1 of 3LENDnot heldRESM10.1%SPYnot held
- PLSPLS GROUP LIMITEDIn 1 of 3LENDnot heldRESM9.0%SPYnot held
- NVDANVIDIA CORPIn 1 of 3LENDnot heldRESMnot heldSPY8.3%
- MAINMain Street Capital CorpIn 1 of 3LEND8.0%RESMnot heldSPYnot held
- ALMAlmonty Industries IncIn 1 of 3LENDnot heldRESM8.0%SPYnot held
- HTGCHercules Capital IncIn 1 of 3LEND8.0%RESMnot heldSPYnot held
- FSKFs Kkr Capital CorpIn 1 of 3LEND7.8%RESMnot 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 RESM share 0 companies0.0%
- LEND and SPY share 0 companies0.0%
- RESM and SPY share 1 company<0.1%
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.