ATEC vs OZR

  • ATEC
  • OZR

ATEC and OZR hold 102 companies between them. None is in both, and 0% of each fund is the same companies.

In both · 0%ATEC only · 100%

Side by side

ATECOZR
FundBetaSharesState Street
Asset classSector & thematicSector & thematic
Fee a year0.48%0.34%
Fund size$613.6m$284.7m
Holdings4460
1Y price return−0.3%only priced since 2026-09-24−2.2%only priced since 2026-09-25
Distribution yield1.96%Not yet
Look-through coverage99.7%100.0%

Return, last year

change since the start
share of each fund
  • ATEC
  • OZR

and 92 more companies the funds hold

How alike they are

Keep going

See ATEC + OZR as one portfolioEvery company, where you'd own it twiceWhat moved ATEC in the last monthIts biggest gains and falls, by company

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