BUGG vs CLDD vs DRIV vs ERTH

  • BUGG
  • CLDD
  • DRIV
  • ERTH

BUGG, CLDD, DRIV and ERTH hold 185 companies between them. None is in every one of them, and DRIV and ERTH are the most alike: 22% of each is the same companies.

Side by side

BUGGCLDDDRIVERTH
FundGlobal XBetaSharesBetaSharesBetaShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.67%0.67%0.65%
Fund size$20.2m$33.0m$16.0m$84.0m
Holdings304359105
1Y price return+23.1%+15.8%+3.1%+0.2%
Distribution yield2.64%0.00%0.84%0.07%
Look-through coverage100.0%99.9%99.8%98.6%

Return, last year

change since the start
share of each fund
  • BUGG
  • CLDD
  • DRIV
  • ERTH
  • OKTA OKTA INCIn 1 of 4BUGG9.8%CLDDnot heldDRIVnot heldERTHnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 4BUGG8.3%CLDDnot heldDRIVnot heldERTHnot held
  • VOLVB VOLVO ABIn 1 of 4BUGGnot heldCLDDnot heldDRIV8.2%ERTHnot held
  • 5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 4BUGGnot heldCLDDnot heldDRIV8.1%ERTHnot held
  • PCAR PACCAR INCIn 1 of 4BUGGnot heldCLDDnot heldDRIV7.9%ERTHnot held

and 175 more companies the funds hold

How alike they are

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