Compare CLDD · BUGG · HACK
CLDD, BUGG and HACK hold 84 companies between them. 3 are in every one of them, and BUGG and HACK are the most alike: 46.0% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Industrials
- Communication Services
- Real Estate
- Consumer Discretionary
- Everything else
- OKTAOKTA INCIn 2 of 3CLDDnot heldBUGG9.8%HACK4.4%
- CRWDCROWDSTRIKE HOLDINGS INCIn 2 of 3CLDDnot heldBUGG8.3%HACK8.9%
- FTNTFORTINET INCIn 2 of 3CLDDnot heldBUGG7.5%HACK8.1%
- PANWPALO ALTO NETWORKS INCIn 2 of 3CLDDnot heldBUGG7.8%HACK8.0%
- CSCOCISCO SYSTEMS INCIn 1 of 3CLDDnot heldBUGGnot heldHACK7.6%
- AVGOBROADCOM INCIn 1 of 3CLDDnot heldBUGGnot heldHACK7.5%
- SNOWSNOWFLAKE INCIn 1 of 3CLDD7.1%BUGGnot heldHACKnot held
- DDOGDATADOG INC CLASS AIn 2 of 3CLDD5.9%BUGGnot heldHACK2.2%
- TWLOTWILIO INC - AIn 1 of 3CLDD5.7%BUGGnot heldHACKnot held
- RBRKRUBRIK INC-AIn 2 of 3CLDDnot heldBUGG5.7%HACK2.7%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What CLDD already gives you
- CLDD and HACK share 9 companies17.1%
- CLDD and BUGG share 3 companies11.4%
- BUGG and HACK share 20 companies46.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.