BUGG vs CLDD vs ESPO

  • BUGG
  • CLDD
  • ESPO

BUGG, CLDD and ESPO hold 90 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

BUGGCLDDESPO
FundGlobal XBetaSharesVanEck
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.67%0.55%
Fund size$20.2m$33.0m$81.0m
Holdings304326
1Y price return+21.6%+15.5%−30.7%
Distribution yield2.64%0.00%12.93%
Look-through coverage100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • BUGG
  • CLDD
  • ESPO
  • OKTA OKTA INCIn 1 of 3BUGG9.8%CLDDnot heldESPOnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%CLDDnot heldESPOnot held
  • 700 Tencent Holdings LtdIn 1 of 3BUGGnot heldCLDDnot heldESPO8.1%
  • PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%CLDDnot heldESPOnot held
  • NTES Netease IncIn 1 of 3BUGGnot heldCLDDnot heldESPO7.5%

and 80 more companies the funds hold

How alike they are

Keep going

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