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

WIRE, MVR and FUEL hold at least 105 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 MVR FUEL

FundGlobal XVanEckBetaShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.65%0.35%0.57%

Fund size$746.6m$628.0m$270.0m

Holdings403745

1Y price return+20.3%+14.1%+40.4%

Distribution yield3.04%2.48%4.07%

Look-through coverage99.5%100.0%96.4%

Return, last year

change since the start

share of each fund

WIRE
MVR
FUEL

SHEL SHELL PLCIn 1 of 3WIREnot heldMVRnot heldFUEL8.5%
XOM EXXON MOBIL CORPIn 1 of 3WIREnot heldMVRnot heldFUEL8.2%
WDS WOODSIDE ENERGY GROUP LTDIn 1 of 3WIREnot heldMVR8.1%FUELnot held
CVX CHEVRON CORPIn 1 of 3WIREnot heldMVRnot heldFUEL8.1%
BHP BHP GROUP LIMITEDIn 2 of 3WIRE5.1%MVR8.0%FUELnot held

and 95 more companies the funds hold

How alike they are

Keep going

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