MVB vs HGEN vs ATEC

MVB
HGEN
ATEC
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MVB, HGEN and ATEC hold 80 companies between them. None is in every one of them, and MVB and ATEC are the most alike: 0% of each is the same companies.

Side by side

MVB HGEN ATEC

FundVanEckGlobal XBetaShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.28%0.69%0.48%

Fund size$279.0m$53.9m$613.6m

Holdings83044

1Y price return−4.6%+28.9%+2.0%only priced since 2026-09-24

Distribution yield4.53%0.75%1.97%

Look-through coverage100.0%100.0%99.7%

Return, last year

change since the start

share of each fund

MVB
HGEN
ATEC

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

and 70 more companies the funds hold

How alike they are

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