Compare ROBO · HLTH · ACDC
ROBO, HLTH and ACDC hold 169 companies between them. None is in every one of them, and ROBO and ACDC are the most alike: 4.9% 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
- Health Care
- Industrials
- Information Technology
- Consumer Discretionary
- Materials
- Everything else
- 6752PANASONIC HOLDINGS CORPIn 1 of 3ROBOnot heldHLTHnot heldACDC4.1%
- 6501HITACHI LTDIn 1 of 3ROBOnot heldHLTHnot heldACDC3.5%
- SIESIEMENS AG-REGIn 2 of 3ROBO1.1%HLTHnot heldACDC3.3%
- 6762TDK CORPIn 1 of 3ROBOnot heldHLTHnot heldACDC3.2%
- 5333NGK CORPIn 1 of 3ROBOnot heldHLTHnot heldACDC3.2%
- ABBNABB LTD-REGIn 2 of 3ROBO1.4%HLTHnot heldACDC2.9%
- RIORIO TINTO PLCIn 1 of 3ROBOnot heldHLTHnot heldACDC2.9%
- NRGVENERGY VAULT HOLIn 1 of 3ROBOnot heldHLTHnot heldACDC2.8%
- CATCATERPILLAR INCIn 1 of 3ROBOnot heldHLTHnot heldACDC2.8%
- TSLATESLA INCIn 2 of 3ROBO1.1%HLTHnot heldACDC2.8%
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 ROBO already gives you
- ROBO and ACDC share 4 companies4.9%
- ROBO and HLTH share 2 companies3.2%
- HLTH and ACDC 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.