Compare MVR · WIRE · BNKS
MVR, WIRE and BNKS hold at least 132 companies between them. None is in every one of them, and MVR and WIRE are the most alike: 7.6% of each is the same companies.
We can see through 99.5% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
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
- Materials
- Financials
- Energy
- Utilities
- Industrials
- Everything else
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3MVR8.1%WIREnot heldBNKSnot held
- BHPBHP GROUP LIMITEDIn 2 of 3MVR8.0%WIRE5.1%BNKSnot held
- JPMJPMORGAN CHASE & COIn 1 of 3MVRnot heldWIREnot heldBNKS7.8%
- RIORIO TINTO LIMITEDIn 1 of 3MVR6.9%WIREnot heldBNKSnot held
- NSTNORTHERN STAR RESOURCES LTDIn 1 of 3MVR6.5%WIREnot heldBNKSnot held
- FMGFORTESCUE LTDIn 1 of 3MVR6.4%WIREnot heldBNKSnot held
- BACBANK OF AMERICA CORPIn 1 of 3MVRnot heldWIREnot heldBNKS6.0%
- STOSANTOS LIMITEDIn 1 of 3MVR5.9%WIREnot heldBNKSnot held
- HBMHudbay Minerals IncIn 1 of 3MVRnot heldWIRE5.8%BNKSnot held
- TECK/BTECK RESOURCES LTDIn 1 of 3MVRnot heldWIRE5.4%BNKSnot 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 MVR already gives you
- MVR and WIRE share 2 companies7.6%
- MVR and BNKS share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- WIRE and BNKS share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
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.