BUGG vs VBLD vs CLDD

  • BUGG
  • VBLD
  • CLDD

BUGG, VBLD and CLDD hold 200 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

BUGGVBLDCLDD
FundGlobal XVanguardBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.47%0.47%0.67%
Fund size$20.2m$556.9m$33.0m
Holdings3013543
1Y price return+21.6%−3.6%+15.5%
Distribution yield2.64%2.28%0.00%
Look-through coverage100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • BUGG
  • VBLD
  • CLDD
  • OKTA OKTA INCIn 1 of 3BUGG9.8%VBLDnot heldCLDDnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3BUGG8.3%VBLDnot heldCLDDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3BUGG7.8%VBLDnot heldCLDDnot held
  • FTNT FORTINET INCIn 1 of 3BUGG7.5%VBLDnot heldCLDDnot held
  • SNOW SNOWFLAKE INCIn 1 of 3BUGGnot heldVBLDnot heldCLDD7.1%

and 190 more companies the funds hold

How alike they are

Keep going

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