SLVM vs HGEN vs SMHG vs ATEC

  • SLVM
  • HGEN
  • SMHG
  • ATEC

SLVM, HGEN, SMHG and ATEC hold 148 companies between them. None is in every one of them, and SLVM and ATEC are the most alike: 0% of each is the same companies.

Side by side

SLVMHGENSMHGATEC
FundGlobal XGlobal XVanEckBetaShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.69%0.35%0.48%
Fund size$45.4m$53.9m--$613.6m
Holdings39303844
1Y price return−20.8%only priced since 2026-01-28+28.1%+8.9%only priced since 2026-08-04+2.0%only priced since 2026-09-24
Distribution yieldNot yet0.75%Not yet1.97%
Look-through coverage99.9%100.0%99.9%99.7%

Return, last year

change since the start
share of each fund
  • SLVM
  • HGEN
  • SMHG
  • ATEC
  • WPM Wheaton Precious Metals CorpIn 1 of 4SLVM23.6%HGENnot heldSMHGnot heldATECnot held
  • PAAS Pan American Silver CorpIn 1 of 4SLVM11.3%HGENnot heldSMHGnot heldATECnot held
  • 8996 KAORI HEATIn 1 of 4SLVMnot heldHGEN11.1%SMHGnot heldATECnot held
  • CDE COEUR MINING INCIn 1 of 4SLVM10.7%HGENnot heldSMHGnot heldATECnot held
  • BE BLOOM ENERGY CORPIn 1 of 4SLVMnot heldHGEN10.6%SMHGnot heldATECnot held

and 138 more companies the funds hold

How alike they are

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See SLVM + HGEN + SMHG + ATEC as one portfolioEvery company, where you'd own it twiceWhat moved SLVM this monthIts biggest gains and falls, by company