TECH vs ATOM vs MVB — overlap, fees and exposure compared

TECH, ATOM and MVB hold at least 103 companies between them. None is in every one of them, and TECH and ATOM are the most alike: 0% of each is the same companies.

Side by side

TECH ATOM MVB

FundGlobal XGlobal XVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.45%0.69%0.28%

Fund size$287.4m$152.0m$279.0m

Holdings42588

1Y price return+18.4%−31.4%−4.6%

Distribution yield3.00%9.28%4.53%

Look-through coverage100.0%90.5%100.0%

Return, last year

change since the start

share of each fund

TECH
ATOM
MVB

CCO CAMECO CORPIn 1 of 3TECHnot heldATOM22.0%MVBnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3TECHnot heldATOMnot heldMVB20.7%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3TECHnot heldATOMnot heldMVB20.2%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3TECHnot heldATOMnot heldMVB20.2%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3TECHnot heldATOMnot heldMVB19.2%

and 93 more companies the funds hold

How alike they are

Keep going

See TECH + ATOM + MVB as one portfolioEvery company, where you'd own it twice What moved TECH this monthIts biggest gains and falls, by company