DRIV vs ERTH vs IXI

  • DRIV
  • ERTH
  • IXI

DRIV, ERTH and IXI hold at least 212 companies between them. None is in every one of them, and DRIV and ERTH are the most alike: 22% of each is the same companies.

Side by side

DRIVERTHIXI
FundBetaSharesBetaSharesiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.67%0.65%0.41%
Fund size$16.0m$84.0m$141.0m
Holdings59105115
1Y price return+3.9%+0.2%−1.5%
Distribution yield0.84%0.07%2.09%
Look-through coverage99.8%98.6%99.5%

Return, last year

change since the start
share of each fund
  • DRIV
  • ERTH
  • IXI
  • VOLVB VOLVO ABIn 1 of 3DRIV8.2%ERTHnot heldIXInot held
  • 5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3DRIV8.1%ERTHnot heldIXInot held
  • PCAR PACCAR INCIn 1 of 3DRIV7.9%ERTHnot heldIXInot held
  • TSLA TESLA INCIn 2 of 3DRIV7.7%ERTH3.9%IXInot held
  • WMT WALMART INCIn 1 of 3DRIVnot heldERTHnot heldIXI7.1%

and 202 more companies the funds hold

How alike they are

Keep going

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