ERTH vs CLDD vs IXJ

  • ERTH
  • CLDD
  • IXJ

ERTH, CLDD and IXJ hold at least 232 companies between them. None is in every one of them, and ERTH and CLDD are the most alike: 3% of each is the same companies.

Side by side

ERTHCLDDIXJ
FundBetaSharesBetaSharesiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.67%0.41%
Fund size$84.0m$33.0m$1.4b
Holdings10543126
1Y price return+0.2%+15.5%+3.9%
Distribution yield0.07%0.00%1.56%
Look-through coverage98.6%99.9%99.6%

Return, last year

change since the start
share of each fund
  • ERTH
  • CLDD
  • IXJ
  • LLY ELI LILLY & COIn 1 of 3ERTHnot heldCLDDnot heldIXJ10.6%
  • JNJ JOHNSON & JOHNSONIn 1 of 3ERTHnot heldCLDDnot heldIXJ7.2%
  • SNOW SNOWFLAKE INCIn 1 of 3ERTHnot heldCLDD7.1%IXJnot held
  • DDOG DATADOG INC CLASS AIn 1 of 3ERTHnot heldCLDD5.9%IXJnot held
  • TWLO TWILIO INC - AIn 1 of 3ERTHnot heldCLDD5.7%IXJnot held

and 222 more companies the funds hold

How alike they are

Keep going

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