ATOM vs ACDC vs MVB — overlap, fees and exposure compared

ATOM, ACDC and MVB hold at least 107 companies between them. None is in every one of them, and ATOM and ACDC are the most alike: 0% of each is the same companies.

Side by side

ATOM ACDC MVB

FundGlobal XGlobal XVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.69%0.69%0.28%

Fund size$152.0m$697.5m$279.0m

Holdings58468

1Y price return−32.1%−5.7%−5.0%

Distribution yield9.28%13.69%4.53%

Look-through coverage90.5%100.0%100.0%

Return, last year

change since the start

share of each fund

ATOM
ACDC
MVB

CCO CAMECO CORPIn 1 of 3ATOM22.0%ACDCnot heldMVBnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3ATOMnot heldACDCnot heldMVB20.7%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3ATOMnot heldACDCnot heldMVB20.2%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3ATOMnot heldACDCnot heldMVB20.2%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3ATOMnot heldACDCnot heldMVB19.2%

and 97 more companies the funds hold

How alike they are

Keep going

See ATOM + ACDC + MVB as one portfolioEvery company, where you'd own it twice What moved ATOM this monthIts biggest gains and falls, by company