Compare ROBO · MVR · TECH
ROBO, MVR and TECH hold 153 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
- Materials
- Industrials
- Energy
- Consumer Discretionary
- Everything else
- WDSWOODSIDE ENERGY GROUP LTDIn 1 of 3ROBOnot heldMVR8.1%TECHnot held
- BHPBHP GROUP LIMITEDIn 1 of 3ROBOnot heldMVR8.0%TECHnot held
- RIORIO TINTO LIMITEDIn 1 of 3ROBOnot heldMVR6.9%TECHnot held
- NSTNORTHERN STAR RESOURCES LTDIn 1 of 3ROBOnot heldMVR6.5%TECHnot held
- FMGFORTESCUE LTDIn 1 of 3ROBOnot heldMVR6.4%TECHnot held
- STOSANTOS LIMITEDIn 1 of 3ROBOnot heldMVR5.9%TECHnot held
- S32SOUTH32 LIMITEDIn 1 of 3ROBOnot heldMVR5.1%TECHnot held
- ORGORIGIN ENERGY LIMITEDIn 1 of 3ROBOnot heldMVR4.5%TECHnot held
- ANETARISTA NETWORKS INCIn 1 of 3ROBOnot heldMVRnot heldTECH4.5%
- EVNEVOLUTION MINING LIMITEDIn 1 of 3ROBOnot heldMVR4.4%TECHnot 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 TECH share 4 companies4.7%
- ROBO and MVR share 0 companies0.0%
- MVR 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.