CLDD vs ESPO vs MVB

CLDD
ESPO
MVB
Add an ETF to compare

CLDD, ESPO and MVB hold 70 companies between them. None is in every one of them, and CLDD and ESPO are the most alike: 0% of each is the same companies.

Side by side

CLDD ESPO MVB

FundBetaSharesVanEckVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.67%0.55%0.28%

Fund size$33.0m$81.0m$279.0m

Holdings43268

1Y price return+15.5%−30.7%−5.0%

Distribution yield0.00%13.08%4.53%

Look-through coverage99.9%100.0%100.0%

Return, last year

change since the start

share of each fund

CLDD
ESPO
MVB

ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3CLDDnot heldESPOnot heldMVB20.7%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3CLDDnot heldESPOnot heldMVB20.2%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3CLDDnot heldESPOnot heldMVB20.2%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3CLDDnot heldESPOnot heldMVB19.2%
MQG MACQUARIE GROUP LIMITEDIn 1 of 3CLDDnot heldESPOnot heldMVB17.5%

and 60 more companies the funds hold

How alike they are

Keep going

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