CLDD vs ATEC vs IXJ — overlap, fees and exposure compared

CLDD, ATEC and IXJ hold 189 companies between them. None is in every one of them, and CLDD and ATEC are the most alike: 0% of each is the same companies.

Side by side

CLDD ATEC IXJ

FundBetaSharesBetaSharesiShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.67%0.48%0.41%

Fund size$33.0m$613.6m$1.4b

Holdings4344126

1Y price return+15.5%+2.0%only priced since 2026-09-24+3.9%

Distribution yield0.00%1.97%1.56%

Look-through coverage99.9%99.7%99.6%

Return, last year

change since the start

share of each fund

CLDD
ATEC
IXJ

LLY ELI LILLY & COIn 1 of 3CLDDnot heldATECnot heldIXJ10.6%
CPU COMPUTERSHARE LIMITED.In 1 of 3CLDDnot heldATEC10.5%IXJnot held
XRO XERO LIMITEDIn 1 of 3CLDDnot heldATEC8.2%IXJnot held
PME PRO MEDICUS LIMITEDIn 1 of 3CLDDnot heldATEC8.0%IXJnot held
TNE TECHNOLOGY ONE LIMITEDIn 1 of 3CLDDnot heldATEC7.5%IXJnot held

and 179 more companies the funds hold

How alike they are

Keep going

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