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

BUGG, MVR and DRIV hold 113 companies between them. None is in every one of them, and BUGG and DRIV are the most alike: 0% of each is the same companies.

Side by side

BUGG MVR DRIV

FundGlobal XVanEckBetaShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.47%0.35%0.67%

Fund size$20.2m$628.0m$16.0m

Holdings303759

1Y price return+23.1%+14.1%+3.1%

Distribution yield2.64%2.48%0.84%

Look-through coverage100.0%100.0%99.8%

Return, last year

change since the start

share of each fund

BUGG
MVR
DRIV

OKTA OKTA INCIn 1 of 3BUGG9.8%MVRnot heldDRIVnot held
CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%MVRnot heldDRIVnot held
VOLVB VOLVO ABIn 1 of 3BUGGnot heldMVRnot heldDRIV8.2%
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3BUGGnot heldMVR8.1%DRIVnot held
5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3BUGGnot heldMVRnot heldDRIV8.1%

and 103 more companies the funds hold

How alike they are

Keep going

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