BUGG vs CLDD vs QFN

BUGG
CLDD
QFN
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BUGG, CLDD and QFN hold at least 93 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

BUGG CLDD QFN

FundGlobal XBetaSharesBetaShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.47%0.67%0.34%

Fund size$20.2m$33.0m$80.0m

Holdings304329

1Y price return+21.6%+15.5%−5.4%

Distribution yield2.64%0.00%2.21%

Look-through coverage100.0%99.9%98.5%

Return, last year

change since the start

share of each fund

BUGG
CLDD
QFN

CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3BUGGnot heldCLDDnot heldQFN28.7%
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3BUGGnot heldCLDDnot heldQFN14.0%
WBC WESTPAC BANKING CORPORATIONIn 1 of 3BUGGnot heldCLDDnot heldQFN13.7%
ANZ ANZ GROUP HOLDINGS LIMITEDIn 1 of 3BUGGnot heldCLDDnot heldQFN13.3%
MQG MACQUARIE GROUP LIMITEDIn 1 of 3BUGGnot heldCLDDnot heldQFN10.2%

and 83 more companies the funds hold

How alike they are

Keep going

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