Compare SPY · MOON · LEND
SPY, MOON and LEND hold 563 companies between them. None is in every one of them, and SPY and LEND 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 3SPYnot heldMOON26.9%LENDnot held
- RKLBROCKET LAB CORPIn 1 of 3SPYnot heldMOON10.5%LENDnot held
- VSATVIASAT INCIn 1 of 3SPYnot heldMOON9.9%LENDnot held
- ASTSAST SPACEMOBILE INCIn 1 of 3SPYnot heldMOON9.8%LENDnot held
- NVDANVIDIA CORPIn 1 of 3SPY8.3%MOONnot heldLENDnot held
- MAINMain Street Capital CorpIn 1 of 3SPYnot heldMOONnot heldLEND8.0%
- HTGCHercules Capital IncIn 1 of 3SPYnot heldMOONnot heldLEND8.0%
- FSKFs Kkr Capital CorpIn 1 of 3SPYnot heldMOONnot heldLEND7.8%
- ARCCAres Capital CorpIn 1 of 3SPYnot heldMOONnot heldLEND7.7%
- BXSLBlackstone Secured Lending FundIn 1 of 3SPYnot heldMOONnot heldLEND7.7%
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 LEND share 0 companies0.0%
- SPY and MOON share 0 companies0.0%
- MOON and LEND 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.