Compare ROBO · TECH · DRIV
ROBO, TECH and DRIV hold 158 companies between them. None is in every one of them, and TECH and DRIV 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 heldTECHnot heldDRIV8.2%
- 5802SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3ROBOnot heldTECHnot heldDRIV8.1%
- PCARPACCAR INCIn 1 of 3ROBOnot heldTECHnot heldDRIV7.9%
- TSLATESLA INCIn 2 of 3ROBO1.1%TECHnot heldDRIV7.7%
- 1211BYD CO LTDIn 1 of 3ROBOnot heldTECHnot heldDRIV7.1%
- DTGDaimler Truck Holding AgIn 1 of 3ROBOnot heldTECHnot heldDRIV4.6%
- ANETARISTA NETWORKS INCIn 1 of 3ROBOnot heldTECH4.5%DRIVnot held
- 006400SAMSUNG SDI CO LTDIn 1 of 3ROBOnot heldTECHnot heldDRIV4.5%
- MSFTMICROSOFT CORPIn 1 of 3ROBOnot heldTECH4.3%DRIVnot held
- APHAMPHENOL CORP CLASS AIn 1 of 3ROBOnot heldTECH4.2%DRIVnot 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. 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%
- TECH and DRIV 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.