MVB vs CLDD vs TECH

MVB
CLDD
TECH
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MVB, CLDD and TECH hold 85 companies between them. None is in every one of them, and CLDD and TECH are the most alike: 4% of each is the same companies.

Side by side

MVB CLDD TECH

FundVanEckBetaSharesGlobal X

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.28%0.67%0.45%

Fund size$279.0m$33.0m$287.4m

Holdings84342

1Y price return−5.0%+15.5%+18.2%

Distribution yield4.53%0.00%3.00%

Look-through coverage100.0%99.9%100.0%

Return, last year

change since the start

share of each fund

MVB
CLDD
TECH

ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3MVB20.7%CLDDnot heldTECHnot held
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3MVB20.2%CLDDnot heldTECHnot held
WBC WESTPAC BANKING CORPORATIONIn 1 of 3MVB20.2%CLDDnot heldTECHnot held
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3MVB19.2%CLDDnot heldTECHnot held
MQG MACQUARIE GROUP LIMITEDIn 1 of 3MVB17.5%CLDDnot heldTECHnot held

and 75 more companies the funds hold

How alike they are

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See MVB + CLDD + TECH as one portfolioEvery company, where you'd own it twice What moved MVB this monthIts biggest gains and falls, by company