WIRE vs HACK vs QRE — overlap, fees and exposure compared

WIRE, HACK and QRE hold 138 companies between them. None is in every one of them, and WIRE and QRE are the most alike: 7% of each is the same companies.

Side by side

WIRE HACK QRE

FundGlobal XBetaSharesBetaShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.65%0.67%0.34%

Fund size$746.6m$1.2b$463.0m

Holdings405159

1Y price return+23.4%+23.9%+25.5%

Distribution yield3.04%3.16%2.23%

Look-through coverage99.5%100.0%99.4%

Return, last year

change since the start

share of each fund

WIRE
HACK
QRE

BHP BHP GROUP LIMITEDIn 2 of 3WIRE5.1%HACKnot heldQRE39.5%
CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3WIREnot heldHACK8.9%QREnot held
FTNT FORTINET INCIn 1 of 3WIREnot heldHACK8.1%QREnot held
PANW PALO ALTO NETWORKS INCIn 1 of 3WIREnot heldHACK8.0%QREnot held
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3WIREnot heldHACKnot heldQRE7.6%

and 128 more companies the funds hold

How alike they are

Keep going

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