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

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

Side by side

BUGG ATEC IXJ

FundGlobal XBetaSharesiShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.47%0.48%0.41%

Fund size$20.2m$613.6m$1.4b

Holdings3044126

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

Distribution yield2.64%1.97%1.56%

Look-through coverage100.0%99.7%99.6%

Return, last year

change since the start

share of each fund

BUGG
ATEC
IXJ

LLY ELI LILLY & COIn 1 of 3BUGGnot heldATECnot heldIXJ10.6%
CPU COMPUTERSHARE LIMITED.In 1 of 3BUGGnot heldATEC10.5%IXJnot held
OKTA OKTA INCIn 1 of 3BUGG9.8%ATECnot heldIXJnot held
CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%ATECnot heldIXJnot held
XRO XERO LIMITEDIn 1 of 3BUGGnot heldATEC8.2%IXJnot held

and 171 more companies the funds hold

How alike they are

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