Compare VIHY · IVLU
VIHY and IVLU hold at least 1,754 companies between them. 284 are in both, and 26.7% of each fund is the same companies.
We can see through 99.2% 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.
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
- Information Technology
- Industrials
- Health Care
- Consumer Discretionary
- Everything else
- MUMICRON TECHNOLOGY INCIn 1 of 2VIHYnot heldIVLU16.3%
- CSCOCISCO SYSTEMS INCIn all 2VIHY1.0%IVLU3.1%
- JPMJPMORGAN CHASE & COIn 1 of 2VIHY2.2%IVLUnot held
- VZVERIZON COMMUNICATIONS INCIn all 2VIHY0.5%IVLU2.1%
- TAT&T INCIn all 2VIHY0.4%IVLU1.6%
- HPEHEWLETT PACKARD ENTERPRISE COIn all 2VIHY0.1%IVLU1.6%
- 7203TOYOTA MOTOR CORPIn all 2VIHY0.5%IVLU1.6%
- XOMEXXON MOBIL CORPIn 1 of 2VIHY1.5%IVLUnot held
- JNJJOHNSON & JOHNSONIn 1 of 2VIHY1.5%IVLUnot held
- CMCSACOMCAST CORP-AIn all 2VIHY0.2%IVLU1.2%
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 VIHY already gives you
- VIHY and IVLU share 284 companies26.7%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.
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.