Compare MVB · BUGG · MVR
MVB, BUGG and MVR hold 73 companies between them. None is in every one of them, and MVB and BUGG are the most alike: 0.0% 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
- Financials
- Information Technology
- Materials
- Energy
- Utilities
- Everything else
- ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3MVB20.7%BUGGnot heldMVRnot held
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3MVB20.2%BUGGnot heldMVRnot held
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3MVB20.2%BUGGnot heldMVRnot held
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3MVB19.2%BUGGnot heldMVRnot held
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3MVB17.5%BUGGnot heldMVRnot held
- OKTAOKTA INCIn 1 of 3MVBnot heldBUGG9.8%MVRnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3MVBnot heldBUGG8.3%MVRnot held
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3MVBnot heldBUGGnot heldMVR8.1%
- BHPBHP GROUP LIMITEDIn 1 of 3MVBnot heldBUGGnot heldMVR8.0%
- PANWPALO ALTO NETWORKS INCIn 1 of 3MVBnot heldBUGG7.8%MVRnot 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.
What MVB already gives you
- MVB and BUGG share 0 companies0.0%
- MVB and MVR share 0 companies0.0%
- BUGG and MVR 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.