Compare MVB · MVR · BUGG
MVB, MVR and BUGG 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%MVRnot heldBUGGnot held
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3MVB20.2%MVRnot heldBUGGnot held
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3MVB20.2%MVRnot heldBUGGnot held
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3MVB19.2%MVRnot heldBUGGnot held
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3MVB17.5%MVRnot heldBUGGnot held
- OKTAOKTA INCIn 1 of 3MVBnot heldMVRnot heldBUGG9.8%
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3MVBnot heldMVRnot heldBUGG8.3%
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3MVBnot heldMVR8.1%BUGGnot held
- BHPBHP GROUP LIMITEDIn 1 of 3MVBnot heldMVR8.0%BUGGnot held
- PANWPALO ALTO NETWORKS INCIn 1 of 3MVBnot heldMVRnot heldBUGG7.8%
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%
- MVR and BUGG 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.