Compare VBLD · IXJ
VBLD and IXJ hold 243 companies between them. None is in both, and 0.0% of each fund 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
- Utilities
- Industrials
- Energy
- Real Estate
- Everything else
- LLYELI LILLY & COIn 1 of 2VBLDnot heldIXJ10.6%
- JNJJOHNSON & JOHNSONIn 1 of 2VBLDnot heldIXJ7.2%
- UNPUNION PACIFIC CORPIn 1 of 2VBLD6.0%IXJnot held
- NEENEXTERA ENERGY INCIn 1 of 2VBLD5.7%IXJnot held
- ABBVABBVIE INCIn 1 of 2VBLDnot heldIXJ5.2%
- MRKMERCK & CO INCIn 1 of 2VBLDnot heldIXJ4.5%
- UNHUNITEDHEALTH GROUP INCIn 1 of 2VBLDnot heldIXJ4.1%
- ENBENBRIDGE INCIn 1 of 2VBLD3.7%IXJnot held
- ROPROCHE HOLDING AGIn 1 of 2VBLDnot heldIXJ3.6%
- SOSOUTHERN CO/THEIn 1 of 2VBLD3.3%IXJnot 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 VBLD already gives you
- VBLD and IXJ 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.