Compare LEND · SPY
LEND and SPY hold 527 companies between them. None is in both, and 0.0% of each fund 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
- Financials
- Information Technology
- Communication Services
- Health Care
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn 1 of 2LENDnot heldSPY8.3%
- MAINMain Street Capital CorpIn 1 of 2LEND8.0%SPYnot held
- HTGCHercules Capital IncIn 1 of 2LEND8.0%SPYnot held
- FSKFs Kkr Capital CorpIn 1 of 2LEND7.8%SPYnot held
- ARCCAres Capital CorpIn 1 of 2LEND7.7%SPYnot held
- BXSLBlackstone Secured Lending FundIn 1 of 2LEND7.7%SPYnot held
- OBDCBlue Owl Capital CorpIn 1 of 2LEND7.5%SPYnot held
- GBDCGolub Capital BDC IncIn 1 of 2LEND7.3%SPYnot held
- AAPLAPPLE INCIn 1 of 2LENDnot heldSPY7.3%
- MSFTMICROSOFT CORPIn 1 of 2LENDnot heldSPY5.7%
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 LEND already gives you
- LEND and SPY 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.