Compare SPY · INCM
SPY and INCM hold 575 companies between them. 106 are in both, and 37.5% of each fund 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
- Financials
- Health Care
- Communication Services
- Industrials
- Everything else
- NVDANVIDIA CORPIn 1 of 2SPY8.3%INCMnot held
- MSFTMICROSOFT CORPIn all 2SPY5.7%INCM7.8%
- AAPLAPPLE INCIn all 2SPY7.3%INCM5.5%
- VZVERIZON COMMUNICATIONS INCIn all 2SPY0.3%INCM4.2%
- AVGOBROADCOM INCIn all 2SPY2.5%INCM3.8%
- AMZNAMAZON.COM INCIn 1 of 2SPY3.7%INCMnot held
- GOOGLALPHABET INC-AIn 1 of 2SPY3.0%INCMnot held
- METAMETA PLATFORMS INCIn 1 of 2SPY2.5%INCMnot held
- GOOGALPHABET INC-CIn 1 of 2SPY2.4%INCMnot held
- XOMEXXON MOBIL CORPIn all 2SPY1.0%INCM2.4%
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 SPY already gives you
- SPY and INCM share 106 companies37.5%
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.