Compare SPY · LEND · RESM
SPY, LEND and RESM hold 551 companies between them. None is in every one of them, and SPY and RESM 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 3SPYnot heldLENDnot heldRESM10.6%
- ALBALBEMARLE CORPIn 2 of 3SPY<0.1%LENDnot heldRESM10.3%
- LYCLYNAS RARE EARTHS LIMITEDIn 1 of 3SPYnot heldLENDnot heldRESM10.3%
- MPMp Materials CorpIn 1 of 3SPYnot heldLENDnot heldRESM10.1%
- PLSPLS GROUP LIMITEDIn 1 of 3SPYnot heldLENDnot heldRESM9.0%
- NVDANVIDIA CORPIn 1 of 3SPY8.3%LENDnot heldRESMnot held
- MAINMain Street Capital CorpIn 1 of 3SPYnot heldLEND8.0%RESMnot held
- ALMAlmonty Industries IncIn 1 of 3SPYnot heldLENDnot heldRESM8.0%
- HTGCHercules Capital IncIn 1 of 3SPYnot heldLEND8.0%RESMnot held
- FSKFs Kkr Capital CorpIn 1 of 3SPYnot heldLEND7.8%RESMnot 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 SPY already gives you
- SPY and RESM share 1 company<0.1%
- SPY and LEND share 0 companies0.0%
- LEND and RESM 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.