Compare TECH · IXJ · HLTH
TECH, IXJ and HLTH hold 173 companies between them. None is in every one of them, and IXJ and HLTH are the most alike: 20.3% 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
- Information Technology
- Financials
- Consumer Discretionary
- Industrials
- Everything else
- LLYELI LILLY & COIn 2 of 3TECHnot heldIXJ10.6%HLTH2.1%
- JNJJOHNSON & JOHNSONIn 1 of 3TECHnot heldIXJ7.2%HLTHnot held
- ABBVABBVIE INCIn 1 of 3TECHnot heldIXJ5.2%HLTHnot held
- MRKMERCK & CO INCIn 1 of 3TECHnot heldIXJ4.5%HLTHnot held
- ANETARISTA NETWORKS INCIn 1 of 3TECH4.5%IXJnot heldHLTHnot held
- MSFTMICROSOFT CORPIn 1 of 3TECH4.3%IXJnot heldHLTHnot held
- APHAMPHENOL CORP CLASS AIn 1 of 3TECH4.2%IXJnot heldHLTHnot held
- UNHUNITEDHEALTH GROUP INCIn 1 of 3TECHnot heldIXJ4.1%HLTHnot held
- NVDANVIDIA CORPIn 1 of 3TECH4.0%IXJnot heldHLTHnot held
- 6758SONY GROUP CORPIn 1 of 3TECH3.9%IXJnot heldHLTHnot 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 TECH already gives you
- TECH and HLTH share 0 companies0.0%
- TECH and IXJ share 0 companies0.0%
- IXJ and HLTH share 27 companies20.3%
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.