BUGG vs CLDD vs ERTH

  • BUGG
  • CLDD
  • ERTH

BUGG, CLDD and ERTH hold 151 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

BUGGCLDDERTH
FundGlobal XBetaSharesBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.67%0.65%
Fund size$20.2m$33.0m$84.0m
Holdings3043105
1Y price return+23.1%+15.8%+0.2%
Distribution yield2.64%0.00%0.07%
Look-through coverage100.0%99.9%98.6%

Return, last year

change since the start
share of each fund
  • BUGG
  • CLDD
  • ERTH
  • OKTA OKTA INCIn 1 of 3BUGG9.8%CLDDnot heldERTHnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%CLDDnot heldERTHnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%CLDDnot heldERTHnot held
  • FTNT FORTINET INCIn 1 of 3BUGG7.5%CLDDnot heldERTHnot held
  • SNOW SNOWFLAKE INCIn 1 of 3BUGGnot heldCLDD7.1%ERTHnot held

and 141 more companies the funds hold

How alike they are

Keep going

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