Compare UYLD · EMKT · MHOT
UYLD, EMKT and MHOT hold 714 companies between them. None is in every one of them, and UYLD and MHOT are the most alike: 17.2% 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
- Information Technology
- Financials
- Consumer Discretionary
- Industrials
- Health Care
- Everything else
- 2330Taiwan Semiconductor Manufacturing Co LIn 1 of 3UYLDnot heldEMKT13.4%MHOTnot held
- 005930Samsung Electronics Co LtdIn 1 of 3UYLDnot heldEMKT9.7%MHOTnot held
- NVDANVIDIA CORPIn 2 of 3UYLD8.4%EMKTnot heldMHOT2.6%
- 000660SK HYNIX INCIn 1 of 3UYLDnot heldEMKT8.0%MHOTnot held
- AAPLAPPLE INCIn 1 of 3UYLD7.5%EMKTnot heldMHOTnot held
- MSFTMICROSOFT CORPIn 2 of 3UYLD5.7%EMKTnot heldMHOT2.8%
- AMZNAMAZON.COM INCIn 2 of 3UYLD3.7%EMKTnot heldMHOT1.2%
- METAMETA PLATFORMS INCIn 2 of 3UYLD2.4%EMKTnot heldMHOT3.1%
- GOOGLALPHABET INC-AIn 2 of 3UYLD3.0%EMKTnot heldMHOT1.3%
- 2303United Microelectronics CorpIn 1 of 3UYLDnot heldEMKT3.0%MHOTnot 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 UYLD already gives you
- UYLD and MHOT share 50 companies17.2%
- UYLD and EMKT share 0 companies0.0%
- EMKT and MHOT 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.