Compare MVB · HACK · CLDD
MVB, HACK and CLDD hold 81 companies between them. None is in every one of them, and HACK and CLDD are the most alike: 17.1% 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
- Information Technology
- Financials
- Industrials
- Communication Services
- Real Estate
- Everything else
- ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3MVB20.7%HACKnot heldCLDDnot held
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3MVB20.2%HACKnot heldCLDDnot held
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3MVB20.2%HACKnot heldCLDDnot held
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3MVB19.2%HACKnot heldCLDDnot held
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3MVB17.5%HACKnot heldCLDDnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3MVBnot heldHACK8.9%CLDDnot held
- FTNTFORTINET INCIn 1 of 3MVBnot heldHACK8.1%CLDDnot held
- PANWPALO ALTO NETWORKS INCIn 1 of 3MVBnot heldHACK8.0%CLDDnot held
- CSCOCISCO SYSTEMS INCIn 1 of 3MVBnot heldHACK7.6%CLDDnot held
- AVGOBROADCOM INCIn 1 of 3MVBnot heldHACK7.5%CLDDnot 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 MVB already gives you
- MVB and CLDD share 0 companies0.0%
- MVB and HACK share 0 companies0.0%
- HACK and CLDD share 9 companies17.1%
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.