BUGG vs IXJ vs TECH vs CLDD

  • BUGG
  • IXJ
  • TECH
  • CLDD

BUGG, IXJ, TECH and CLDD hold 213 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

BUGGIXJTECHCLDD
FundGlobal XiSharesGlobal XBetaShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.41%0.45%0.67%
Fund size$20.2m$1.4b$287.4m$33.0m
Holdings301264243
1Y price return+23.1%+4.4%+18.4%+15.8%
Distribution yield2.64%1.56%3.00%0.00%
Look-through coverage100.0%99.6%100.0%99.9%

Return, last year

change since the start
share of each fund
  • BUGG
  • IXJ
  • TECH
  • CLDD
  • LLY ELI LILLY & COIn 1 of 4BUGGnot heldIXJ10.6%TECHnot heldCLDDnot held
  • OKTA OKTA INCIn 1 of 4BUGG9.8%IXJnot heldTECHnot heldCLDDnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 4BUGG8.3%IXJnot heldTECHnot heldCLDDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4BUGG7.8%IXJnot heldTECHnot heldCLDDnot held
  • FTNT FORTINET INCIn 1 of 4BUGG7.5%IXJnot heldTECHnot heldCLDDnot held

and 203 more companies the funds hold

How alike they are

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