Compare QRE · WIRE · CLDD
QRE, WIRE and CLDD hold 131 companies between them. None is in every one of them, and QRE and WIRE are the most alike: 6.7% 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
- Real Estate
- Everything else
- BHPBHP GROUP LIMITEDIn 2 of 3QRE39.5%WIRE5.1%CLDDnot held
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3QRE7.6%WIREnot heldCLDDnot held
- RIORIO TINTO LIMITEDIn 1 of 3QRE7.4%WIREnot heldCLDDnot held
- SNOWSNOWFLAKE INCIn 1 of 3QREnot heldWIREnot heldCLDD7.1%
- DDOGDATADOG INC CLASS AIn 1 of 3QREnot heldWIREnot heldCLDD5.9%
- HBMHudbay Minerals IncIn 1 of 3QREnot heldWIRE5.8%CLDDnot held
- TWLOTWILIO INC - AIn 1 of 3QREnot heldWIREnot heldCLDD5.7%
- TECK/BTECK RESOURCES LTDIn 1 of 3QREnot heldWIRE5.4%CLDDnot held
- FMFIRST QUANTUM MINERALS LTDIn 1 of 3QREnot heldWIRE5.4%CLDDnot held
- SCCOSOUTHERN COPPER CORPIn 1 of 3QREnot heldWIRE5.3%CLDDnot 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 QRE already gives you
- QRE and WIRE share 4 companies6.7%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- QRE and CLDD share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- 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.