Compare RBTZ · DRIV · ROBO
RBTZ, DRIV and ROBO hold 171 companies between them. 1 is in every one of them, and RBTZ and ROBO are the most alike: 27.5% 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
- Industrials
- Information Technology
- Consumer Discretionary
- Health Care
- Communication Services
- Everything else
- ISRGINTUITIVE SURGICAL INCIn 2 of 3RBTZ8.9%DRIVnot heldROBO2.0%
- 6954FANUC CORPIn 2 of 3RBTZ8.4%DRIVnot heldROBO1.7%
- 6861KEYENCE CORPIn 2 of 3RBTZ8.3%DRIVnot heldROBO1.4%
- ABBNABB LTD-REGIn 2 of 3RBTZ8.2%DRIVnot heldROBO1.4%
- VOLVBVOLVO ABIn 1 of 3RBTZnot heldDRIV8.2%ROBOnot held
- NVDANVIDIA CORPIn 2 of 3RBTZ8.1%DRIVnot heldROBO1.3%
- 5802SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3RBTZnot heldDRIV8.1%ROBOnot held
- PCARPACCAR INCIn 1 of 3RBTZnot heldDRIV7.9%ROBOnot held
- TSLATESLA INCIn all 3RBTZ2.0%DRIV7.7%ROBO1.1%
- 1211BYD CO LTDIn 1 of 3RBTZnot heldDRIV7.1%ROBOnot 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 RBTZ already gives you
- RBTZ and ROBO share 27 companies27.5%
- RBTZ and DRIV share 4 companies2.9%
- DRIV and ROBO share 2 companies2.4%
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.