Compare VISM · WVOL
VISM and WVOL hold at least 4,083 companies between them. None is in both, and 0.0% 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
- Information Technology
- Financials
- Industrials
- Health Care
- Materials
- Everything else
- KOCOCA-COLA CO/THEIn 1 of 2VISMnot heldWVOL1.3%
- XOMEXXON MOBIL CORPIn 1 of 2VISMnot heldWVOL1.3%
- JNJJOHNSON & JOHNSONIn 1 of 2VISMnot heldWVOL1.2%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 2VISMnot heldWVOL1.0%
- MSFTMICROSOFT CORPIn 1 of 2VISMnot heldWVOL1.0%
- WELLWELLTOWER INCIn 1 of 2VISMnot heldWVOL0.9%
- DUKDUKE ENERGY CORPIn 1 of 2VISMnot heldWVOL0.9%
- 9434SOFTBANK CORPIn 1 of 2VISMnot heldWVOL0.8%
- CVXCHEVRON CORPIn 1 of 2VISMnot heldWVOL0.8%
- NVDANVIDIA CORPIn 1 of 2VISMnot heldWVOL0.8%
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 VISM already gives you
- VISM and WVOL share 0 companies0.0%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.