ESPO vs DRIV vs SMHG

  • ESPO
  • DRIV
  • SMHG

ESPO, DRIV and SMHG hold 105 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

ESPODRIVSMHG
FundVanEckBetaSharesVanEck
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.55%0.67%0.35%
Fund size$81.0m$16.0m--
Holdings265938
1Y price return−30.9%+3.1%+8.9%only priced since 2026-08-04
Distribution yield13.08%0.84%Not yet
Look-through coverage100.0%99.8%99.9%

Return, last year

change since the start
share of each fund
  • ESPO
  • DRIV
  • SMHG
  • VOLVB VOLVO ABIn 1 of 3ESPOnot heldDRIV8.2%SMHGnot held
  • 5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3ESPOnot heldDRIV8.1%SMHGnot held
  • 700 Tencent Holdings LtdIn 1 of 3ESPO8.1%DRIVnot heldSMHGnot held
  • PCAR PACCAR INCIn 1 of 3ESPOnot heldDRIV7.9%SMHGnot held
  • NVDA NVIDIA CORPIn 1 of 3ESPOnot heldDRIVnot heldSMHG7.8%

and 95 more companies the funds hold

How alike they are

Keep going

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