DFND vs DRIV vs SEMI vs MVR

  • DFND
  • DRIV
  • SEMI
  • MVR

DFND, DRIV, SEMI and MVR hold 153 companies between them. None is in every one of them, and DRIV and SEMI are the most alike: 6% of each is the same companies.

Side by side

DFNDDRIVSEMIMVR
FundVanEckBetaSharesGlobal XVanEck
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.67%0.45%0.35%
Fund size$299.0m$16.0m$526.4m$628.0m
Holdings45593037
1Y price return−22.0%+3.9%+79.0%+16.5%
Distribution yield3.87%0.84%7.15%2.48%
Look-through coverage100.0%99.8%100.0%100.0%

Return, last year

change since the start
share of each fund
  • DFND
  • DRIV
  • SEMI
  • MVR
  • NVDA NVIDIA CORPIn 1 of 4DFNDnot heldDRIVnot heldSEMI11.1%MVRnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4DFNDnot heldDRIVnot heldSEMI11.0%MVRnot held
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4DFNDnot heldDRIVnot heldSEMI10.0%MVRnot held
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 4DFNDnot heldDRIVnot heldSEMI9.5%MVRnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 4DFND9.0%DRIVnot heldSEMInot heldMVRnot held

and 143 more companies the funds hold

How alike they are

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See DFND + DRIV + SEMI + MVR as one portfolioEvery company, where you'd own it twiceWhat moved DFND this monthIts biggest gains and falls, by company