Compare WVOL · CNEW · WRLD
WVOL, CNEW and WRLD hold 1,353 companies between them. None is in every one of them, and WVOL and WRLD are the most alike: 36.1% 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 3WVOL0.8%CNEWnot heldWRLD6.0%
- AAPLAPPLE INCIn 2 of 3WVOL0.6%CNEWnot heldWRLD5.3%
- MSFTMICROSOFT CORPIn 2 of 3WVOL1.0%CNEWnot heldWRLD4.2%
- AMZNAMAZON.COM INCIn 2 of 3WVOL0.1%CNEWnot heldWRLD2.7%
- GOOGLALPHABET INC-AIn 1 of 3WVOLnot heldCNEWnot heldWRLD2.3%
- 601579Kuaijishan Shaoxing Wine Co LtdIn 1 of 3WVOLnot heldCNEW2.0%WRLDnot held
- GOOGALPHABET INC-CIn 2 of 3WVOL0.3%CNEWnot heldWRLD1.9%
- AVGOBROADCOM INCIn 2 of 3WVOL0.3%CNEWnot heldWRLD1.9%
- METAMETA PLATFORMS INCIn 2 of 3WVOL<0.1%CNEWnot heldWRLD1.8%
- 688046Gempharmatech Co LtdIn 1 of 3WVOLnot heldCNEW1.7%WRLDnot held
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 WVOL already gives you
- WVOL and WRLD 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 WRLD 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.