BUGG vs OZR vs CLDD
BUGG, OZR and CLDD hold 124 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
FundGlobal XState StreetBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.34%0.67%
Fund size$20.2m$284.7m$33.0m
Holdings306043
1Y price return+23.1%−1.3%only priced since 2026-09-25+15.8%
Distribution yield2.64%Not yet0.00%
Look-through coverage100.0%100.0%99.9%
Return, last year
change since the start
share of each fund
- BUGG
- OZR
- CLDD
- BHP BHP GROUP LIMITEDIn 1 of 3BUGGnot heldOZR39.2%CLDDnot held
- OKTA OKTA INCIn 1 of 3BUGG9.8%OZRnot heldCLDDnot held
- CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%OZRnot heldCLDDnot held
- PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%OZRnot heldCLDDnot held
- RIO RIO TINTO LIMITEDIn 1 of 3BUGGnot heldOZR7.8%CLDDnot held
and 114 more companies the funds hold