CLDD vs IXI

  • CLDD
  • IXI

CLDD and IXI hold 129 companies between them. None is in both, and 0% of each fund is the same companies.

In both · 0%CLDD only · 100%

Side by side

FundBetaSharesiShares
Asset classSector & thematicSector & thematic
Fee a year0.67%0.41%
Fund size$33.0m$141.0m
Holdings43115
1Y price return+15.5%−1.5%
Distribution yield0.00%2.09%
Look-through coverage99.9%99.5%

Return, last year

change since the start
share of each fund
  • CLDD
  • IXI
  • SNOW SNOWFLAKE INCIn 1 of 2CLDD7.1%IXInot held
  • WMT WALMART INCIn 1 of 2CLDDnot heldIXI7.1%
  • COST COSTCO WHOLESALE CORPIn 1 of 2CLDDnot heldIXI6.1%
  • DDOG DATADOG INC CLASS AIn 1 of 2CLDD5.9%IXInot held
  • TWLO TWILIO INC - AIn 1 of 2CLDD5.7%IXInot held

and 119 more companies the funds hold

How alike they are

Keep going

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