DRIV vs HGEN vs MVB

DRIV
HGEN
MVB
Add an ETF to compare

DRIV, HGEN and MVB hold 81 companies between them. None is in every one of them, and DRIV and HGEN are the most alike: 4% of each is the same companies.

Side by side

DRIV HGEN MVB

FundBetaSharesGlobal XVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.67%0.69%0.28%

Fund size$16.0m$53.9m$279.0m

Holdings59308

1Y price return+3.9%+28.1%−5.0%

Distribution yield0.84%0.75%4.53%

Look-through coverage99.8%100.0%100.0%

Return, last year

change since the start

share of each fund

DRIV
HGEN
MVB

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

and 71 more companies the funds hold

How alike they are

Keep going

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