CLDD vs BUGG vs MVR vs FHNG

  • CLDD
  • BUGG
  • MVR
  • FHNG

CLDD, BUGG, MVR and FHNG hold 108 companies between them. None is in every one of them, and CLDD and BUGG are the most alike: 11% of each is the same companies.

Side by side

CLDDBUGGMVRFHNG
FundBetaSharesGlobal XVanEckGlobal X
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.67%0.47%0.35%0.38%
Fund size$33.0m$20.2m$628.0m$134.0m
Holdings43303710
1Y price return+15.8%+23.1%+14.1%+7.3%
Distribution yield0.00%2.64%2.48%8.94%
Look-through coverage99.9%100.0%100.0%100.0%

Return, last year

change since the start
share of each fund
  • CLDD
  • BUGG
  • MVR
  • FHNG
  • MU MICRON TECHNOLOGY INCIn 1 of 4CLDDnot heldBUGGnot heldMVRnot heldFHNG11.0%
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 4CLDDnot heldBUGGnot heldMVRnot heldFHNG10.4%
  • NVDA NVIDIA CORPIn 1 of 4CLDDnot heldBUGGnot heldMVRnot heldFHNG10.3%
  • META META PLATFORMS INCIn 1 of 4CLDDnot heldBUGGnot heldMVRnot heldFHNG10.3%
  • MSFT MICROSOFT CORPIn 2 of 4CLDD1.8%BUGGnot heldMVRnot heldFHNG10.0%

and 98 more companies the funds hold

How alike they are

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See CLDD + BUGG + MVR + FHNG as one portfolioEvery company, where you'd own it twiceWhat moved CLDD this monthIts biggest gains and falls, by company