Compare VISM · CNEW · GARP

VISM, CNEW and GARP hold 3,985 companies between them. None is in every one of them, and VISM and GARP are the most alike: 1.0% of each is the same companies.

• Information Technology
• Health Care
• Financials
• Industrials
• Consumer Discretionary
• Everything else

• MSFTMICROSOFT CORPIn 1 of 3VISMnot heldCNEWnot heldGARP6.2%
• METAMETA PLATFORMS INCIn 1 of 3VISMnot heldCNEWnot heldGARP6.1%
• NVDANVIDIA CORPIn 1 of 3VISMnot heldCNEWnot heldGARP5.5%
• LLYELI LILLY & COIn 1 of 3VISMnot heldCNEWnot heldGARP5.1%
• GOOGALPHABET INC-CIn 1 of 3VISMnot heldCNEWnot heldGARP4.7%
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3VISMnot heldCNEWnot heldGARP4.4%
• ASMLASML HOLDING NVIn 1 of 3VISMnot heldCNEWnot heldGARP3.1%
• GEGE AEROSPACEIn 1 of 3VISMnot heldCNEWnot heldGARP2.5%
• JNJJOHNSON & JOHNSONIn 1 of 3VISMnot heldCNEWnot heldGARP2.1%
• VVISA INC-CLASS AIn 1 of 3VISMnot heldCNEWnot heldGARP2.0%

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.

• VISM and GARP share 27 companies1.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• VISM and CNEW share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• CNEW and GARP 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.

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.