ATEC vs BUGG vs IXJ — overlap, fees and exposure compared

ATEC, BUGG and IXJ hold 181 companies between them. None is in every one of them, and ATEC and BUGG are the most alike: 0% of each is the same companies.

Side by side

ATEC BUGG IXJ

FundBetaSharesGlobal XiShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.48%0.47%0.41%

Fund size$613.6m$20.2m$1.4b

Holdings4430126

1Y price return+2.0%only priced since 2026-09-24+21.6%+3.9%

Distribution yield1.97%2.64%1.56%

Look-through coverage99.7%100.0%99.6%

Return, last year

change since the start

share of each fund

ATEC
BUGG
IXJ

LLY ELI LILLY & COIn 1 of 3ATECnot heldBUGGnot heldIXJ10.6%
CPU COMPUTERSHARE LIMITED.In 1 of 3ATEC10.5%BUGGnot heldIXJnot held
OKTA OKTA INCIn 1 of 3ATECnot heldBUGG9.8%IXJnot held
CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3ATECnot heldBUGG8.3%IXJnot held
XRO XERO LIMITEDIn 1 of 3ATEC8.2%BUGGnot heldIXJnot held

and 171 more companies the funds hold

How alike they are

Keep going

See ATEC + BUGG + IXJ as one portfolioEvery company, where you'd own it twice What moved ATEC this monthIts biggest gains and falls, by company