SEMI vs DRIV

  • SEMI
  • DRIV

SEMI and DRIV hold 73 companies between them. 4 are in both, and 6% of each fund is the same companies.

In both · 6%SEMI only · 94%

Side by side

SEMIDRIV
FundGlobal XBetaShares
Asset classSector & thematicSector & thematic
Fee a year0.45%0.67%
Fund size$526.4m$16.0m
Holdings3059
1Y price return+79.2%+3.1%
Distribution yield7.15%0.84%
Look-through coverage100.0%99.8%

Return, last year

change since the start
share of each fund
  • SEMI
  • DRIV
  • NVDA NVIDIA CORPIn 1 of 2SEMI11.1%DRIVnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 2SEMI11.0%DRIVnot held
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 2SEMI10.0%DRIVnot held
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 2SEMI9.5%DRIVnot held
  • AVGO BROADCOM INCIn 1 of 2SEMI8.9%DRIVnot held

and 63 more companies the funds hold

How alike they are

Keep going

See SEMI + DRIV as one portfolioEvery company, where you'd own it twiceWhat moved SEMI this monthIts biggest gains and falls, by company