BUGG vs SMHG vs CLDD

  • BUGG
  • SMHG
  • CLDD

BUGG, SMHG and CLDD hold 102 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

BUGGSMHGCLDD
FundGlobal XVanEckBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.35%0.67%
Fund size$20.2m--$33.0m
Holdings303843
1Y price return+21.6%+8.9%only priced since 2026-08-04+15.5%
Distribution yield2.64%Not yet0.00%
Look-through coverage100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • BUGG
  • SMHG
  • CLDD
  • OKTA OKTA INCIn 1 of 3BUGG9.8%SMHGnot heldCLDDnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%SMHGnot heldCLDDnot held
  • NVDA NVIDIA CORPIn 1 of 3BUGGnot heldSMHG7.8%CLDDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%SMHGnot heldCLDDnot held
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3BUGGnot heldSMHG7.6%CLDDnot held

and 92 more companies the funds hold

How alike they are

Keep going

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