Compare ROBO · DRIV · TECH
ROBO, DRIV and TECH hold 158 companies between them. None is in every one of them, and DRIV and TECH are the most alike: 7.6% 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
- Information Technology
- Industrials
- Consumer Discretionary
- Health Care
- Financials
- Everything else
- VOLVBVOLVO ABIn 1 of 3ROBOnot heldDRIV8.2%TECHnot held
- 5802SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3ROBOnot heldDRIV8.1%TECHnot held
- PCARPACCAR INCIn 1 of 3ROBOnot heldDRIV7.9%TECHnot held
- TSLATESLA INCIn 2 of 3ROBO1.1%DRIV7.7%TECHnot held
- 1211BYD CO LTDIn 1 of 3ROBOnot heldDRIV7.1%TECHnot held
- DTGDaimler Truck Holding AgIn 1 of 3ROBOnot heldDRIV4.6%TECHnot held
- ANETARISTA NETWORKS INCIn 1 of 3ROBOnot heldDRIVnot heldTECH4.5%
- 006400SAMSUNG SDI CO LTDIn 1 of 3ROBOnot heldDRIV4.5%TECHnot held
- MSFTMICROSOFT CORPIn 1 of 3ROBOnot heldDRIVnot heldTECH4.3%
- APHAMPHENOL CORP CLASS AIn 1 of 3ROBOnot heldDRIVnot heldTECH4.2%
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 ROBO already gives you
- ROBO and TECH share 4 companies4.7%
- ROBO and DRIV share 2 companies2.4%
- DRIV and TECH share 4 companies7.6%
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.