HGEN vs MVR vs SLVM vs ATEC

  • HGEN
  • MVR
  • SLVM
  • ATEC

HGEN, MVR, SLVM and ATEC hold 146 companies between them. None is in every one of them, and HGEN and MVR are the most alike: 4% of each is the same companies.

Side by side

HGENMVRSLVMATEC
FundGlobal XVanEckGlobal XBetaShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.35%0.65%0.48%
Fund size$53.9m$628.0m$45.4m$613.6m
Holdings30373944
1Y price return+28.1%+16.5%−20.8%only priced since 2026-01-28+2.0%only priced since 2026-09-24
Distribution yield0.75%2.48%Not yet1.97%
Look-through coverage100.0%100.0%99.9%99.7%

Return, last year

change since the start
share of each fund
  • HGEN
  • MVR
  • SLVM
  • ATEC
  • WPM Wheaton Precious Metals CorpIn 1 of 4HGENnot heldMVRnot heldSLVM23.6%ATECnot held
  • PAAS Pan American Silver CorpIn 1 of 4HGENnot heldMVRnot heldSLVM11.3%ATECnot held
  • 8996 KAORI HEATIn 1 of 4HGEN11.1%MVRnot heldSLVMnot heldATECnot held
  • CDE COEUR MINING INCIn 1 of 4HGENnot heldMVRnot heldSLVM10.7%ATECnot held
  • BE BLOOM ENERGY CORPIn 1 of 4HGEN10.6%MVRnot heldSLVMnot heldATECnot held

and 136 more companies the funds hold

How alike they are

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See HGEN + MVR + SLVM + ATEC as one portfolioEvery company, where you'd own it twiceWhat moved HGEN this monthIts biggest gains and falls, by company