ERTH vs TECH vs IXI vs IXJ

  • ERTH
  • TECH
  • IXI
  • IXJ

ERTH, TECH, IXI 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

ERTHTECHIXIIXJ
FundBetaSharesGlobal XiSharesiShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.45%0.41%0.41%
Fund size$84.0m$287.4m$141.0m$1.4b
Holdings10542115126
1Y price return+0.2%+18.2%−1.5%+3.9%
Distribution yield0.07%3.00%2.09%1.56%
Look-through coverage98.6%100.0%99.5%99.6%

Return, last year

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

and 318 more companies the funds hold

How alike they are

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Keep going

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