Compare WVOL · CNEW · BGBL

WVOL, CNEW and BGBL hold 1,353 companies between them. None is in every one of them, and WVOL and BGBL are the most alike: 36.1% of each is the same companies.

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

• NVDANVIDIA CORPIn 2 of 3WVOL0.8%CNEWnot heldBGBL6.0%
• AAPLAPPLE INCIn 2 of 3WVOL0.6%CNEWnot heldBGBL5.3%
• MSFTMICROSOFT CORPIn 2 of 3WVOL1.0%CNEWnot heldBGBL4.2%
• AMZNAMAZON.COM INCIn 2 of 3WVOL0.1%CNEWnot heldBGBL2.7%
• GOOGLALPHABET INC-AIn 1 of 3WVOLnot heldCNEWnot heldBGBL2.3%
• 601579Kuaijishan Shaoxing Wine Co LtdIn 1 of 3WVOLnot heldCNEW2.0%BGBLnot held
• GOOGALPHABET INC-CIn 2 of 3WVOL0.3%CNEWnot heldBGBL1.9%
• AVGOBROADCOM INCIn 2 of 3WVOL0.3%CNEWnot heldBGBL1.9%
• METAMETA PLATFORMS INCIn 2 of 3WVOL<0.1%CNEWnot heldBGBL1.8%
• 688046Gempharmatech Co LtdIn 1 of 3WVOLnot heldCNEW1.7%BGBLnot 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.

• WVOL and BGBL share 358 companies36.1%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• WVOL and CNEW share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• CNEW and BGBL 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.