Compare MVR · MVB · BUGG
MVR, MVB and BUGG hold 73 companies between them. None is in every one of them, and MVR 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 3MVRnot heldMVB20.7%BUGGnot held
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3MVRnot heldMVB20.2%BUGGnot held
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3MVRnot heldMVB20.2%BUGGnot held
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3MVRnot heldMVB19.2%BUGGnot held
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3MVRnot heldMVB17.5%BUGGnot held
- OKTAOKTA INCIn 1 of 3MVRnot heldMVBnot heldBUGG9.8%
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3MVRnot heldMVBnot heldBUGG8.3%
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3MVR8.1%MVBnot heldBUGGnot held
- BHPBHP GROUP LIMITEDIn 1 of 3MVR8.0%MVBnot heldBUGGnot held
- PANWPALO ALTO NETWORKS INCIn 1 of 3MVRnot heldMVBnot 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 MVR already gives you
- MVR and BUGG share 0 companies0.0%
- MVR and MVB share 0 companies0.0%
- MVB 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.