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

ATOM, MVB and ACDC 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 MVB ACDC

FundGlobal XVanEckGlobal X

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.69%0.28%0.69%

Fund size$152.0m$279.0m$697.5m

Holdings58846

1Y price return−31.4%−4.6%−6.0%

Distribution yield9.28%4.53%13.69%

Look-through coverage90.5%100.0%100.0%

Return, last year

change since the start

share of each fund

ATOM
MVB
ACDC

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

and 97 more companies the funds hold

How alike they are

Keep going

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