BUGG vs CLDD vs DFND

  • BUGG
  • CLDD
  • DFND

BUGG, CLDD and DFND hold 109 companies between them. None is in every one of them, and BUGG and CLDD are the most alike: 11% of each is the same companies.

Side by side

BUGGCLDDDFND
FundGlobal XBetaSharesVanEck
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.67%0.65%
Fund size$20.2m$33.0m$299.0m
Holdings304345
1Y price return+21.6%+15.5%−22.0%
Distribution yield2.64%0.00%3.87%
Look-through coverage100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • BUGG
  • CLDD
  • DFND
  • OKTA OKTA INCIn 1 of 3BUGG9.8%CLDDnot heldDFNDnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 3BUGGnot heldCLDDnot heldDFND9.0%
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%CLDDnot heldDFNDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%CLDDnot heldDFNDnot held
  • RTX RTXIn 1 of 3BUGGnot heldCLDDnot heldDFND7.7%

and 99 more companies the funds hold

How alike they are

Keep going

See BUGG + CLDD + DFND as one portfolioEvery company, where you'd own it twiceWhat moved BUGG this monthIts biggest gains and falls, by company