BUGG vs CLNE vs MVR — overlap, fees and exposure compared

BUGG, CLNE and MVR hold 95 companies between them. None is in every one of them, and BUGG and CLNE are the most alike: 0% of each is the same companies.

Side by side

BUGG CLNE MVR

FundGlobal XVanEckVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.47%0.65%0.35%

Fund size$20.2m$80.0m$628.0m

Holdings303037

1Y price return+21.6%+2.0%+16.5%

Distribution yield2.64%0.88%2.48%

Look-through coverage100.0%100.0%100.0%

Return, last year

change since the start

share of each fund

BUGG
CLNE
MVR

OKTA OKTA INCIn 1 of 3BUGG9.8%CLNEnot heldMVRnot held
CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%CLNEnot heldMVRnot held
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3BUGGnot heldCLNEnot heldMVR8.1%
BHP BHP GROUP LIMITEDIn 1 of 3BUGGnot heldCLNEnot heldMVR8.0%
PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%CLNEnot heldMVRnot held

and 85 more companies the funds hold

How alike they are

Keep going

See BUGG + CLNE + MVR as one portfolioEvery company, where you'd own it twice What moved BUGG this monthIts biggest gains and falls, by company