ERTH vs DRIV vs IXI

  • ERTH
  • DRIV
  • IXI

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

Side by side

ERTHDRIVIXI
FundBetaSharesBetaSharesiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.67%0.41%
Fund size$84.0m$16.0m$141.0m
Holdings10559115
1Y price return+0.2%+3.9%−1.5%
Distribution yield0.07%0.84%2.09%
Look-through coverage98.6%99.8%99.5%

Return, last year

change since the start
share of each fund
  • ERTH
  • DRIV
  • IXI
  • VOLVB VOLVO ABIn 1 of 3ERTHnot heldDRIV8.2%IXInot held
  • 5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3ERTHnot heldDRIV8.1%IXInot held
  • PCAR PACCAR INCIn 1 of 3ERTHnot heldDRIV7.9%IXInot held
  • TSLA TESLA INCIn 2 of 3ERTH3.9%DRIV7.7%IXInot held
  • WMT WALMART INCIn 1 of 3ERTHnot heldDRIVnot heldIXI7.1%

and 202 more companies the funds hold

How alike they are

Keep going

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