Compare REIT · MVA · SLF
REIT, MVA and SLF hold 319 companies between them. None is in every one of them, and MVA and SLF are the most alike: 62.9% 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
- Real Estate
- Health Care
- Information Technology
- Consumer Discretionary
- Financials
- GMGGOODMAN GROUPIn 2 of 3REITnot heldMVA9.9%SLF38.9%
- SCGSCENTRE GROUPIn 2 of 3REITnot heldMVA10.1%SLF13.0%
- GPTGPT GROUPIn 2 of 3REITnot heldMVA10.2%SLF6.2%
- MGRMIRVAC GROUPIn 2 of 3REITnot heldMVA10.1%SLF5.1%
- DXSDEXUSIn 2 of 3REITnot heldMVA10.1%SLF4.3%
- SGPSTOCKLANDIn 2 of 3REITnot heldMVA10.0%SLF7.3%
- CHCCHARTER HALL GROUPIn 2 of 3REITnot heldMVA9.9%SLF6.1%
- WELLWELLTOWER INCIn 1 of 3REIT9.9%MVAnot heldSLFnot held
- VCXVICINITY CENTRESIn 2 of 3REITnot heldMVA9.8%SLF6.5%
- PLDPROLOGIS INCIn 1 of 3REIT7.4%MVAnot heldSLFnot 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.
What REIT already gives you
- REIT and MVA share 0 companies0.0%
- REIT and SLF share 0 companies0.0%
- MVA and SLF share 13 companies62.9%
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.