CLDD vs MVB vs IXJ

CLDD
MVB
IXJ
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CLDD, MVB and IXJ hold 153 companies between them. None is in every one of them, and CLDD and IXJ are the most alike: 0% of each is the same companies.

Side by side

CLDD MVB IXJ

FundBetaSharesVanEckiShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.67%0.28%0.41%

Fund size$33.0m$279.0m$1.4b

Holdings438126

1Y price return+15.8%−4.6%+4.4%

Distribution yield0.00%4.53%1.56%

Look-through coverage99.9%100.0%99.6%

Return, last year

change since the start

share of each fund

CLDD
MVB
IXJ

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

and 143 more companies the funds hold

How alike they are

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