WIRE vs CLDD vs MVB

WIRE
CLDD
MVB
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WIRE, CLDD and MVB hold 84 companies between them. None is in every one of them, and WIRE and CLDD are the most alike: 0% of each is the same companies.

Side by side

WIRE CLDD MVB

FundGlobal XBetaSharesVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.65%0.67%0.28%

Fund size$746.6m$33.0m$279.0m

Holdings40438

1Y price return+23.4%+15.5%−5.0%

Distribution yield3.04%0.00%4.53%

Look-through coverage99.5%99.9%100.0%

Return, last year

change since the start

share of each fund

WIRE
CLDD
MVB

ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3WIREnot heldCLDDnot heldMVB20.7%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3WIREnot heldCLDDnot heldMVB20.2%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3WIREnot heldCLDDnot heldMVB20.2%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3WIREnot heldCLDDnot heldMVB19.2%
MQG MACQUARIE GROUP LIMITEDIn 1 of 3WIREnot heldCLDDnot heldMVB17.5%

and 74 more companies the funds hold

How alike they are

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