BUGG vs ESPO vs IXI vs CLDD

  • BUGG
  • ESPO
  • IXI
  • CLDD

BUGG, ESPO, IXI and CLDD hold 181 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

BUGGESPOIXICLDD
FundGlobal XVanEckiSharesBetaShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.55%0.41%0.67%
Fund size$20.2m$81.0m$141.0m$33.0m
Holdings302611543
1Y price return+21.6%−30.7%−1.5%+15.5%
Distribution yield2.64%13.08%2.09%0.00%
Look-through coverage100.0%100.0%99.5%99.9%

Return, last year

change since the start
share of each fund
  • BUGG
  • ESPO
  • IXI
  • CLDD
  • OKTA OKTA INCIn 1 of 4BUGG9.8%ESPOnot heldIXInot heldCLDDnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 4BUGG8.3%ESPOnot heldIXInot heldCLDDnot held
  • 700 Tencent Holdings LtdIn 1 of 4BUGGnot heldESPO8.1%IXInot heldCLDDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4BUGG7.8%ESPOnot heldIXInot heldCLDDnot held
  • NTES Netease IncIn 1 of 4BUGGnot heldESPO7.5%IXInot heldCLDDnot held

and 171 more companies the funds hold

How alike they are

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