Compare HGEN · MVR · DRIV
HGEN, MVR and DRIV hold 109 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
- Materials
- Industrials
- Consumer Discretionary
- Information Technology
- Energy
- Everything else
- 8996KAORI HEATIn 1 of 3HGEN11.1%MVRnot heldDRIVnot held
- BEBLOOM ENERGY CORPIn 2 of 3HGEN10.6%MVRnot heldDRIV3.7%
- VOLVBVOLVO ABIn 1 of 3HGENnot heldMVRnot heldDRIV8.2%
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3HGENnot heldMVR8.1%DRIVnot held
- 5802SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3HGENnot heldMVRnot heldDRIV8.1%
- BHPBHP GROUP LIMITEDIn 1 of 3HGENnot heldMVR8.0%DRIVnot held
- PCARPACCAR INCIn 1 of 3HGENnot heldMVRnot heldDRIV7.9%
- TSLATESLA INCIn 1 of 3HGENnot heldMVRnot heldDRIV7.7%
- 1211BYD CO LTDIn 1 of 3HGENnot heldMVRnot heldDRIV7.1%
- RIORIO TINTO LIMITEDIn 1 of 3HGENnot heldMVR6.9%DRIVnot held
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 MVR share 1 company3.9%
- MVR and DRIV 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.