DRIV vs GXAI vs ACDC vs SMHG vs DFND

  • DRIV
  • GXAI
  • ACDC
  • SMHG
  • DFND

DRIV, GXAI, ACDC, SMHG and DFND hold 234 companies between them. None is in every one of them, and GXAI and SMHG are the most alike: 26% of each is the same companies.

Side by side

DRIVGXAIACDCSMHGDFND
FundBetaSharesGlobal XGlobal XVanEckVanEck
Asset classSector & thematicSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.67%0.57%0.69%0.35%0.65%
Fund size$16.0m$213.6m$697.5m--$299.0m
Holdings5988463845
1Y price return+3.1%+15.5%−6.0%+8.9%only priced since 2026-08-04−23.4%
Distribution yield0.84%4.58%13.69%Not yet3.87%
Look-through coverage99.8%99.5%100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • DRIV
  • GXAI
  • ACDC
  • SMHG
  • DFND
  • PLTR PALANTIR TECHNOLOGIES INCIn 2 of 5DRIVnot heldGXAI4.1%ACDCnot heldSMHGnot heldDFND9.0%
  • VOLVB VOLVO ABIn 1 of 5DRIV8.2%GXAInot heldACDCnot heldSMHGnot heldDFNDnot held
  • 5802 SUMITOMO ELECTRIC INDUSTRIES LIn 2 of 5DRIV8.1%GXAInot heldACDC2.7%SMHGnot heldDFNDnot held
  • PCAR PACCAR INCIn 1 of 5DRIV7.9%GXAInot heldACDCnot heldSMHGnot heldDFNDnot held
  • NVDA NVIDIA CORPIn 2 of 5DRIVnot heldGXAI3.0%ACDCnot heldSMHG7.8%DFNDnot held

and 224 more companies the funds hold

How alike they are

Show the other 6

Keep going

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