Compare WDMF · CNEW · VGAD
WDMF, CNEW and VGAD hold 1,413 companies between them. None is in every one of them, and WDMF and VGAD are the most alike: 58.5% of each 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
- Information Technology
- Health Care
- Consumer Staples
- Consumer Discretionary
- Financials
- Everything else
- NVDANVIDIA CORPIn 2 of 3WDMF5.7%CNEWnot heldVGAD5.6%
- AAPLAPPLE INCIn 2 of 3WDMF5.1%CNEWnot heldVGAD5.2%
- MSFTMICROSOFT CORPIn 2 of 3WDMF3.9%CNEWnot heldVGAD4.0%
- GOOGALPHABET INC-CIn 2 of 3WDMF3.5%CNEWnot heldVGAD1.7%
- AMZNAMAZON.COM INCIn 2 of 3WDMF2.3%CNEWnot heldVGAD2.8%
- GOOGLALPHABET INC-AIn 2 of 3WDMF0.3%CNEWnot heldVGAD2.2%
- 601579Kuaijishan Shaoxing Wine Co LtdIn 1 of 3WDMFnot heldCNEW2.0%VGADnot held
- AVGOBROADCOM INCIn 2 of 3WDMF1.9%CNEWnot heldVGAD1.9%
- 688046Gempharmatech Co LtdIn 1 of 3WDMFnot heldCNEW1.7%VGADnot held
- METAMETA PLATFORMS INCIn 2 of 3WDMF1.5%CNEWnot heldVGAD1.4%
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 WDMF already gives you
- WDMF and VGAD share 387 companies58.5%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- WDMF and CNEW share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- CNEW and VGAD 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.