BUGG vs IXJ vs CLDD

  • BUGG
  • IXJ
  • CLDD

BUGG, IXJ and CLDD 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

BUGGIXJCLDD
FundGlobal XiSharesBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.41%0.67%
Fund size$20.2m$1.4b$33.0m
Holdings3012643
1Y price return+21.6%+3.9%+15.5%
Distribution yield2.64%1.56%0.00%
Look-through coverage100.0%99.6%99.9%

Return, last year

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

and 163 more companies the funds hold

How alike they are

Keep going

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