FTEC vs ATEC vs BUGG — overlap, fees and exposure compared

FTEC, ATEC and BUGG hold at least 147 companies between them. None is in every one of them, and FTEC and ATEC are the most alike: 1% of each is the same companies.

Side by side

FTEC ATEC BUGG

FundGlobal XBetaSharesGlobal X

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.69%0.48%0.47%

Fund size$4.3m$613.6m$20.2m

Holdings764430

1Y price return--+2.0%only priced since 2026-09-24+21.6%

Distribution yieldNot yet1.97%2.64%

Look-through coverage98.3%99.7%100.0%

Return, last year

change since the start

share of each fund

FTEC
ATEC
BUGG

CPU COMPUTERSHARE LIMITED.In 1 of 3FTECnot heldATEC10.5%BUGGnot held
OKTA OKTA INCIn 1 of 3FTECnot heldATECnot heldBUGG9.8%
CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3FTECnot heldATECnot heldBUGG8.3%
XRO XERO LIMITEDIn 2 of 3FTEC1.1%ATEC8.2%BUGGnot held
PME PRO MEDICUS LIMITEDIn 1 of 3FTECnot heldATEC8.0%BUGGnot held

and 137 more companies the funds hold

How alike they are

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See FTEC + ATEC + BUGG as one portfolioEvery company, where you'd own it twice What moved FTEC this monthIts biggest gains and falls, by company