Compare HGEN · SMHG · DRIV
HGEN, SMHG and DRIV hold 107 companies between them. None is in every one of them, and SMHG and DRIV are the most alike: 7.5% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. No fund here paid a distribution in this window.
Side by side
Holdings, fund by fund
- Information Technology
- Industrials
- Consumer Discretionary
- Materials
- Energy
- Everything else
- 8996KAORI HEATIn 1 of 3HGEN11.1%SMHGnot heldDRIVnot held
- BEBLOOM ENERGY CORPIn 2 of 3HGEN10.6%SMHGnot heldDRIV3.7%
- VOLVBVOLVO ABIn 1 of 3HGENnot heldSMHGnot heldDRIV8.2%
- 5802SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3HGENnot heldSMHGnot heldDRIV8.1%
- PCARPACCAR INCIn 1 of 3HGENnot heldSMHGnot heldDRIV7.9%
- NVDANVIDIA CORPIn 1 of 3HGENnot heldSMHG7.8%DRIVnot held
- TSLATESLA INCIn 1 of 3HGENnot heldSMHGnot heldDRIV7.7%
- 2330Taiwan Semiconductor Manufacturing Co LIn 1 of 3HGENnot heldSMHG7.6%DRIVnot held
- 1211BYD CO LTDIn 1 of 3HGENnot heldSMHGnot heldDRIV7.1%
- AVGOBROADCOM INCIn 1 of 3HGENnot heldSMHG6.6%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 SMHG share 0 companies0.0%
- SMHG and DRIV share 4 companies7.5%
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.