Compare HGEN · DRIV · DFND
HGEN, DRIV and DFND hold 118 companies between them. None is in every one of them, and HGEN and DRIV are the most alike: 4.5% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Industrials
- Consumer Discretionary
- Materials
- Information Technology
- Energy
- Everything else
- 8996KAORI HEATIn 1 of 3HGEN11.1%DRIVnot heldDFNDnot held
- BEBLOOM ENERGY CORPIn 2 of 3HGEN10.6%DRIV3.7%DFNDnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3HGENnot heldDRIVnot heldDFND9.0%
- VOLVBVOLVO ABIn 1 of 3HGENnot heldDRIV8.2%DFNDnot held
- 5802SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3HGENnot heldDRIV8.1%DFNDnot held
- PCARPACCAR INCIn 1 of 3HGENnot heldDRIV7.9%DFNDnot held
- TSLATESLA INCIn 1 of 3HGENnot heldDRIV7.7%DFNDnot held
- RTXRTXIn 1 of 3HGENnot heldDRIVnot heldDFND7.7%
- 012450Hanwha Aerospace Co LtdIn 1 of 3HGENnot heldDRIVnot heldDFND7.3%
- HOTHALES SAIn 1 of 3HGENnot heldDRIVnot heldDFND7.1%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What HGEN already gives you
- HGEN and DRIV share 3 companies4.5%
- HGEN and DFND share 0 companies0.0%
- DRIV and DFND share 0 companies0.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.