ERTH vs HGEN vs IXJ

  • ERTH
  • HGEN
  • IXJ

ERTH, HGEN and IXJ hold at least 217 companies between them. None is in every one of them, and ERTH and HGEN are the most alike: 7% of each is the same companies.

Side by side

ERTHHGENIXJ
FundBetaSharesGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.69%0.41%
Fund size$84.0m$53.9m$1.4b
Holdings10530126
1Y price return+0.2%+28.1%+3.9%
Distribution yield0.07%0.75%1.56%
Look-through coverage98.6%100.0%99.6%

Return, last year

change since the start
share of each fund
  • ERTH
  • HGEN
  • IXJ
  • 8996 KAORI HEATIn 1 of 3ERTHnot heldHGEN11.1%IXJnot held
  • BE BLOOM ENERGY CORPIn 2 of 3ERTH4.9%HGEN10.6%IXJnot held
  • LLY ELI LILLY & COIn 1 of 3ERTHnot heldHGENnot heldIXJ10.6%
  • JNJ JOHNSON & JOHNSONIn 1 of 3ERTHnot heldHGENnot heldIXJ7.2%
  • PLUG Plug Power IncIn 2 of 3ERTH0.3%HGEN6.4%IXJnot held

and 207 more companies the funds hold

How alike they are

Keep going

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