ERTH vs IXI vs TECH vs IXJ

  • ERTH
  • IXI
  • TECH
  • IXJ

ERTH, IXI, TECH and IXJ hold at least 328 companies between them. None is in every one of them, and ERTH and IXI are the most alike: 0% of each is the same companies.

Side by side

ERTHIXITECHIXJ
FundBetaSharesiSharesGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.41%0.45%0.41%
Fund size$84.0m$141.0m$287.4m$1.4b
Holdings10511542126
1Y price return+0.2%−1.5%+18.2%+3.9%
Distribution yield0.07%2.09%3.00%1.56%
Look-through coverage98.6%99.5%100.0%99.6%

Return, last year

change since the start
share of each fund
  • ERTH
  • IXI
  • TECH
  • IXJ
  • LLY ELI LILLY & COIn 1 of 4ERTHnot heldIXInot heldTECHnot heldIXJ10.6%
  • JNJ JOHNSON & JOHNSONIn 1 of 4ERTHnot heldIXInot heldTECHnot heldIXJ7.2%
  • WMT WALMART INCIn 1 of 4ERTHnot heldIXI7.1%TECHnot heldIXJnot held
  • COST COSTCO WHOLESALE CORPIn 1 of 4ERTHnot heldIXI6.1%TECHnot heldIXJnot held
  • ABBV ABBVIE INCIn 1 of 4ERTHnot heldIXInot heldTECHnot heldIXJ5.2%

and 318 more companies the funds hold

How alike they are

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