CLDD vs MVB vs TECH

CLDD
MVB
TECH
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CLDD, MVB and TECH hold 85 companies between them. None is in every one of them, and CLDD and TECH are the most alike: 4% of each is the same companies.

Side by side

CLDD MVB TECH

FundBetaSharesVanEckGlobal X

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.67%0.28%0.45%

Fund size$33.0m$279.0m$287.4m

Holdings43842

1Y price return+15.5%−5.0%+18.2%

Distribution yield0.00%4.53%3.00%

Look-through coverage99.9%100.0%100.0%

Return, last year

change since the start

share of each fund

CLDD
MVB
TECH

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

and 75 more companies the funds hold

How alike they are

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