WIRE vs QRE vs MVB

WIRE
QRE
MVB
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WIRE, QRE and MVB hold 100 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 QRE MVB

FundGlobal XBetaSharesVanEck

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.65%0.34%0.28%

Fund size$746.6m$463.0m$279.0m

Holdings40598

1Y price return+23.4%+25.5%−5.0%

Distribution yield3.04%2.23%4.53%

Look-through coverage99.5%99.4%100.0%

Return, last year

change since the start

share of each fund

WIRE
QRE
MVB

BHP BHP GROUP LIMITEDIn 2 of 3WIRE5.1%QRE39.5%MVBnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3WIREnot heldQREnot heldMVB20.7%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3WIREnot heldQREnot heldMVB20.2%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3WIREnot heldQREnot heldMVB20.2%
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3WIREnot heldQREnot heldMVB19.2%

and 90 more companies the funds hold

How alike they are

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