Compare ROBO · MVB · TECH
ROBO, MVB and TECH hold 124 companies between them. None is in every one of them, and ROBO and TECH are the most alike: 4.7% 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
- Financials
- Industrials
- Consumer Discretionary
- Health Care
- Everything else
- ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3ROBOnot heldMVB20.7%TECHnot held
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3ROBOnot heldMVB20.2%TECHnot held
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3ROBOnot heldMVB20.2%TECHnot held
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3ROBOnot heldMVB19.2%TECHnot held
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3ROBOnot heldMVB17.5%TECHnot held
- ANETARISTA NETWORKS INCIn 1 of 3ROBOnot heldMVBnot heldTECH4.5%
- MSFTMICROSOFT CORPIn 1 of 3ROBOnot heldMVBnot heldTECH4.3%
- APHAMPHENOL CORP CLASS AIn 1 of 3ROBOnot heldMVBnot heldTECH4.2%
- NVDANVIDIA CORPIn 2 of 3ROBO1.3%MVBnot heldTECH4.0%
- 6758SONY GROUP CORPIn 1 of 3ROBOnot heldMVBnot heldTECH3.9%
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 TECH share 4 companies4.7%
- ROBO and MVB share 0 companies0.0%
- MVB and TECH 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.