Compare VGS · WDMF · IHWL

VGS, WDMF and IHWL hold at least 1,312 companies between them. 192 are in every one of them, and VGS and WDMF are the most alike: 58.5% of each is the same companies.

We can see through 99.5% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.

• Information Technology
• Financials
• Industrials
• Health Care
• Communication Services
• Everything else

• NVDANVIDIA CORPIn all 3VGS5.6%WDMF5.7%IHWL11.6%
• MSFTMICROSOFT CORPIn all 3VGS4.0%WDMF3.9%IHWL8.0%
• AAPLAPPLE INCIn 2 of 3VGS5.2%WDMF5.1%IHWLnot held
• GOOGLALPHABET INC-AIn all 3VGS2.2%WDMF0.3%IHWL4.4%
• GOOGALPHABET INC-CIn all 3VGS1.7%WDMF3.5%IHWL3.5%
• AMZNAMAZON.COM INCIn 2 of 3VGS2.8%WDMF2.3%IHWLnot held
• TSLATESLA INCIn all 3VGS1.2%WDMF0.8%IHWL2.2%
• AMDADVANCED MICRO DEVICES INCIn all 3VGS0.9%WDMF0.9%IHWL2.2%
• LLYELI LILLY & COIn all 3VGS1.0%WDMF0.9%IHWL2.1%
• AVGOBROADCOM INCIn 2 of 3VGS1.9%WDMF1.9%IHWLnot held

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.

• VGS and WDMF share 387 companies58.5%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• VGS and IHWL share 568 companies49.3%
• WDMF and IHWL share 198 companies38.6%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

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.

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.