MVB vs DRIV vs HGEN

MVB
DRIV
HGEN
Add an ETF to compare

MVB, DRIV and HGEN hold 81 companies between them. None is in every one of them, and DRIV and HGEN are the most alike: 4% of each is the same companies.

Side by side

MVB DRIV HGEN

FundVanEckBetaSharesGlobal X

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.28%0.67%0.69%

Fund size$279.0m$16.0m$53.9m

Holdings85930

1Y price return−4.6%+3.1%+28.9%

Distribution yield4.53%0.84%0.75%

Look-through coverage100.0%99.8%100.0%

Return, last year

change since the start

share of each fund

MVB
DRIV
HGEN

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

and 71 more companies the funds hold

How alike they are

Keep going

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