Compare SPY · RESM · LEND
SPY, RESM and LEND 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 heldRESM10.6%LENDnot held
- ALBALBEMARLE CORPIn 2 of 3SPY<0.1%RESM10.3%LENDnot held
- LYCLYNAS RARE EARTHS LIMITEDIn 1 of 3SPYnot heldRESM10.3%LENDnot held
- MPMp Materials CorpIn 1 of 3SPYnot heldRESM10.1%LENDnot held
- PLSPLS GROUP LIMITEDIn 1 of 3SPYnot heldRESM9.0%LENDnot held
- NVDANVIDIA CORPIn 1 of 3SPY8.3%RESMnot heldLENDnot held
- MAINMain Street Capital CorpIn 1 of 3SPYnot heldRESMnot heldLEND8.0%
- ALMAlmonty Industries IncIn 1 of 3SPYnot heldRESM8.0%LENDnot held
- HTGCHercules Capital IncIn 1 of 3SPYnot heldRESMnot heldLEND8.0%
- FSKFs Kkr Capital CorpIn 1 of 3SPYnot heldRESMnot heldLEND7.8%
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 SPY already gives you
- SPY and RESM share 1 company<0.1%
- SPY and LEND share 0 companies0.0%
- RESM 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.