Compare ROBO · MVB · RBTZ
ROBO, MVB and RBTZ hold 136 companies between them. None is in every one of them, and ROBO and RBTZ 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
- Financials
- Industrials
- Information Technology
- Health Care
- Consumer Discretionary
- Everything else
- ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3ROBOnot heldMVB20.7%RBTZnot held
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3ROBOnot heldMVB20.2%RBTZnot held
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3ROBOnot heldMVB20.2%RBTZnot held
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3ROBOnot heldMVB19.2%RBTZnot held
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3ROBOnot heldMVB17.5%RBTZnot held
- ISRGINTUITIVE SURGICAL INCIn 2 of 3ROBO2.0%MVBnot heldRBTZ8.9%
- 6954FANUC CORPIn 2 of 3ROBO1.7%MVBnot heldRBTZ8.4%
- 6861KEYENCE CORPIn 2 of 3ROBO1.4%MVBnot heldRBTZ8.3%
- ABBNABB LTD-REGIn 2 of 3ROBO1.4%MVBnot heldRBTZ8.2%
- NVDANVIDIA CORPIn 2 of 3ROBO1.3%MVBnot heldRBTZ8.1%
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 RBTZ share 27 companies27.5%
- ROBO and MVB share 0 companies0.0%
- MVB and RBTZ 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.