Compare MVR · WIRE · CLDD
MVR, WIRE and CLDD hold 111 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.
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
- Information Technology
- Energy
- Industrials
- Utilities
- Everything else
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3MVR8.1%WIREnot heldCLDDnot held
- BHPBHP GROUP LIMITEDIn 2 of 3MVR8.0%WIRE5.1%CLDDnot held
- SNOWSNOWFLAKE INCIn 1 of 3MVRnot heldWIREnot heldCLDD7.1%
- RIORIO TINTO LIMITEDIn 1 of 3MVR6.9%WIREnot heldCLDDnot held
- NSTNORTHERN STAR RESOURCES LTDIn 1 of 3MVR6.5%WIREnot heldCLDDnot held
- FMGFORTESCUE LTDIn 1 of 3MVR6.4%WIREnot heldCLDDnot held
- DDOGDATADOG INC CLASS AIn 1 of 3MVRnot heldWIREnot heldCLDD5.9%
- STOSANTOS LIMITEDIn 1 of 3MVR5.9%WIREnot heldCLDDnot held
- HBMHudbay Minerals IncIn 1 of 3MVRnot heldWIRE5.8%CLDDnot held
- TWLOTWILIO INC - AIn 1 of 3MVRnot heldWIREnot heldCLDD5.7%
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 CLDD share 0 companies0.0%
- WIRE and CLDD 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.