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

DRIV, WIRE and MVR hold 120 companies between them. None is in every one of them, and WIRE and MVR are the most alike: 8% of each is the same companies.

Side by side

DRIV WIRE MVR

FundBetaSharesGlobal XVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.67%0.65%0.35%

Fund size$16.0m$746.6m$628.0m

Holdings594037

1Y price return+3.9%+23.4%+16.5%

Distribution yield0.84%3.04%2.48%

Look-through coverage99.8%99.5%100.0%

Return, last year

change since the start

share of each fund

DRIV
WIRE
MVR

VOLVB VOLVO ABIn 1 of 3DRIV8.2%WIREnot heldMVRnot held
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3DRIVnot heldWIREnot heldMVR8.1%
5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3DRIV8.1%WIREnot heldMVRnot held
BHP BHP GROUP LIMITEDIn 2 of 3DRIVnot heldWIRE5.1%MVR8.0%
PCAR PACCAR INCIn 1 of 3DRIV7.9%WIREnot heldMVRnot held

and 110 more companies the funds hold

How alike they are

Keep going

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