DFND vs SLVM vs DRIV vs SMHG

  • DFND
  • SLVM
  • DRIV
  • SMHG

DFND, SLVM, DRIV and SMHG hold 162 companies between them. None is in every one of them, and DRIV and SMHG are the most alike: 7% of each is the same companies.

Side by side

DFNDSLVMDRIVSMHG
FundVanEckGlobal XBetaSharesVanEck
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.65%0.67%0.35%
Fund size$299.0m$45.4m$16.0m--
Holdings45395938
1Y price return−22.0%−20.8%only priced since 2026-01-28+3.9%+8.9%only priced since 2026-08-04
Distribution yield3.87%Not yet0.84%Not yet
Look-through coverage100.0%99.9%99.8%99.9%

Return, last year

change since the start
share of each fund
  • DFND
  • SLVM
  • DRIV
  • SMHG
  • WPM Wheaton Precious Metals CorpIn 1 of 4DFNDnot heldSLVM23.6%DRIVnot heldSMHGnot held
  • PAAS Pan American Silver CorpIn 1 of 4DFNDnot heldSLVM11.3%DRIVnot heldSMHGnot held
  • CDE COEUR MINING INCIn 1 of 4DFNDnot heldSLVM10.7%DRIVnot heldSMHGnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 4DFND9.0%SLVMnot heldDRIVnot heldSMHGnot held
  • VOLVB VOLVO ABIn 1 of 4DFNDnot heldSLVMnot heldDRIV8.2%SMHGnot held

and 152 more companies the funds hold

How alike they are

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