ROBO vs DFND vs MVB

ROBO
DFND
MVB
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ROBO, DFND and MVB hold 129 companies between them. None is in every one of them, and ROBO and DFND are the most alike: 1% of each is the same companies.

Side by side

ROBO DFND MVB

FundGlobal XVanEckVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.69%0.65%0.28%

Fund size$254.6m$299.0m$279.0m

Holdings79458

1Y price return+0.8%−23.4%−4.6%

Distribution yield10.31%3.87%4.53%

Look-through coverage100.0%100.0%100.0%

Return, last year

change since the start

share of each fund

ROBO
DFND
MVB

ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3ROBOnot heldDFNDnot heldMVB20.7%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3ROBOnot heldDFNDnot heldMVB20.2%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3ROBOnot heldDFNDnot heldMVB20.2%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3ROBOnot heldDFNDnot heldMVB19.2%
MQG MACQUARIE GROUP LIMITEDIn 1 of 3ROBOnot heldDFNDnot heldMVB17.5%

and 119 more companies the funds hold

How alike they are

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See ROBO + DFND + MVB as one portfolioEvery company, where you'd own it twice What moved ROBO this monthIts biggest gains and falls, by company