SEMI vs DRIV vs MVR

  • SEMI
  • DRIV
  • MVR

SEMI, DRIV and MVR hold 109 companies between them. None is in every one of them, and SEMI and DRIV are the most alike: 6% of each is the same companies.

Side by side

SEMIDRIVMVR
FundGlobal XBetaSharesVanEck
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.45%0.67%0.35%
Fund size$526.4m$16.0m$628.0m
Holdings305937
1Y price return+79.0%+3.9%+16.5%
Distribution yield7.15%0.84%2.48%
Look-through coverage100.0%99.8%100.0%

Return, last year

change since the start
share of each fund
  • SEMI
  • DRIV
  • MVR
  • NVDA NVIDIA CORPIn 1 of 3SEMI11.1%DRIVnot heldMVRnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 3SEMI11.0%DRIVnot heldMVRnot held
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3SEMI10.0%DRIVnot heldMVRnot held
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 3SEMI9.5%DRIVnot heldMVRnot held
  • AVGO BROADCOM INCIn 1 of 3SEMI8.9%DRIVnot heldMVRnot held

and 99 more companies the funds hold

How alike they are

Keep going

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