BUGG vs CLDD vs IXJ

  • BUGG
  • CLDD
  • IXJ

BUGG, CLDD and IXJ hold 173 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

BUGGCLDDIXJ
FundGlobal XBetaSharesiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.67%0.41%
Fund size$20.2m$33.0m$1.4b
Holdings3043126
1Y price return+21.6%+15.5%+3.9%
Distribution yield2.64%0.00%1.56%
Look-through coverage100.0%99.9%99.6%

Return, last year

change since the start
share of each fund
  • BUGG
  • CLDD
  • IXJ
  • LLY ELI LILLY & COIn 1 of 3BUGGnot heldCLDDnot heldIXJ10.6%
  • OKTA OKTA INCIn 1 of 3BUGG9.8%CLDDnot heldIXJnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%CLDDnot heldIXJnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%CLDDnot heldIXJnot held
  • FTNT FORTINET INCIn 1 of 3BUGG7.5%CLDDnot heldIXJnot held

and 163 more companies the funds hold

How alike they are

Keep going

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