DRIV vs MVR vs IXJ — overlap, fees and exposure compared

DRIV, MVR and IXJ hold 191 companies between them. None is in every one of them, and DRIV and IXJ are the most alike: 0% of each is the same companies.

Side by side

DRIV MVR IXJ

FundBetaSharesVanEckiShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.67%0.35%0.41%

Fund size$16.0m$628.0m$1.4b

Holdings5937126

1Y price return+3.9%+16.5%+3.9%

Distribution yield0.84%2.48%1.56%

Look-through coverage99.8%100.0%99.6%

Return, last year

change since the start

share of each fund

DRIV
MVR
IXJ

LLY ELI LILLY & COIn 1 of 3DRIVnot heldMVRnot heldIXJ10.6%
VOLVB VOLVO ABIn 1 of 3DRIV8.2%MVRnot heldIXJnot held
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3DRIVnot heldMVR8.1%IXJnot held
5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3DRIV8.1%MVRnot heldIXJnot held
BHP BHP GROUP LIMITEDIn 1 of 3DRIVnot heldMVR8.0%IXJnot held

and 181 more companies the funds hold

How alike they are

Keep going

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