Compare ROBO · ACDC · MVB
ROBO, ACDC and MVB hold 128 companies between them. None is in every one of them, and ROBO and ACDC are the most alike: 4.9% 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
- Financials
- Industrials
- Information Technology
- Consumer Discretionary
- Materials
- Everything else
- ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3ROBOnot heldACDCnot heldMVB20.7%
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3ROBOnot heldACDCnot heldMVB20.2%
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3ROBOnot heldACDCnot heldMVB20.2%
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3ROBOnot heldACDCnot heldMVB19.2%
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3ROBOnot heldACDCnot heldMVB17.5%
- 6752PANASONIC HOLDINGS CORPIn 1 of 3ROBOnot heldACDC4.1%MVBnot held
- 6501HITACHI LTDIn 1 of 3ROBOnot heldACDC3.5%MVBnot held
- SIESIEMENS AG-REGIn 2 of 3ROBO1.1%ACDC3.3%MVBnot held
- 6762TDK CORPIn 1 of 3ROBOnot heldACDC3.2%MVBnot held
- 5333NGK CORPIn 1 of 3ROBOnot heldACDC3.2%MVBnot 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 ROBO already gives you
- ROBO and ACDC share 4 companies4.9%
- ROBO and MVB share 0 companies0.0%
- ACDC and MVB 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.