WIRE vs DRIV vs MVR — overlap, fees and exposure compared

WIRE, DRIV and MVR hold 120 companies between them. None is in every one of them, and WIRE and MVR are the most alike: 8% of each is the same companies.

Side by side

WIRE DRIV MVR

FundGlobal XBetaSharesVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.65%0.67%0.35%

Fund size$746.6m$16.0m$628.0m

Holdings405937

1Y price return+20.3%+3.1%+14.1%

Distribution yield3.04%0.84%2.48%

Look-through coverage99.5%99.8%100.0%

Return, last year

change since the start

share of each fund

WIRE
DRIV
MVR

VOLVB VOLVO ABIn 1 of 3WIREnot heldDRIV8.2%MVRnot held
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3WIREnot heldDRIVnot heldMVR8.1%
5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3WIREnot heldDRIV8.1%MVRnot held
BHP BHP GROUP LIMITEDIn 2 of 3WIRE5.1%DRIVnot heldMVR8.0%
PCAR PACCAR INCIn 1 of 3WIREnot heldDRIV7.9%MVRnot held

and 110 more companies the funds hold

How alike they are

Keep going

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