FTEC vs TECH vs IXI

  • FTEC
  • TECH
  • IXI

FTEC, TECH and IXI hold at least 204 companies between them. None is in every one of them, and FTEC and TECH are the most alike: 6% of each is the same companies.

Side by side

FTECTECHIXI
FundGlobal XGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.45%0.41%
Fund size$4.3m$287.4m$141.0m
Holdings7642115
1Y price return--+18.2%−1.5%
Distribution yieldNot yet3.00%2.09%
Look-through coverage98.3%100.0%99.5%

Return, last year

change since the start
share of each fund
  • FTEC
  • TECH
  • IXI
  • WMT WALMART INCIn 1 of 3FTECnot heldTECHnot heldIXI7.1%
  • COST COSTCO WHOLESALE CORPIn 1 of 3FTECnot heldTECHnot heldIXI6.1%
  • PG PROCTER & GAMBLE CO/THEIn 1 of 3FTECnot heldTECHnot heldIXI5.1%
  • KO COCA-COLA CO/THEIn 1 of 3FTECnot heldTECHnot heldIXI5.0%
  • PM PHILIP MORRIS INTERNATIONAL INIn 1 of 3FTECnot heldTECHnot heldIXI4.8%

and 194 more companies the funds hold

How alike they are

Keep going

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