BUGG vs ERTH vs IXI

  • BUGG
  • ERTH
  • IXI

BUGG, ERTH and IXI hold at least 208 companies between them. None is in every one of them, and BUGG and ERTH are the most alike: 0% of each is the same companies.

Side by side

BUGGERTHIXI
FundGlobal XBetaSharesiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.65%0.41%
Fund size$20.2m$84.0m$141.0m
Holdings30105115
1Y price return+21.6%+0.2%−1.5%
Distribution yield2.64%0.07%2.09%
Look-through coverage100.0%98.6%99.5%

Return, last year

change since the start
share of each fund
  • BUGG
  • ERTH
  • IXI
  • OKTA OKTA INCIn 1 of 3BUGG9.8%ERTHnot heldIXInot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%ERTHnot heldIXInot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%ERTHnot heldIXInot held
  • FTNT FORTINET INCIn 1 of 3BUGG7.5%ERTHnot heldIXInot held
  • WMT WALMART INCIn 1 of 3BUGGnot heldERTHnot heldIXI7.1%

and 198 more companies the funds hold

How alike they are

Keep going

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