GXAI vs ACDC vs SLVM vs SEMI

  • GXAI
  • ACDC
  • SLVM
  • SEMI

GXAI, ACDC, SLVM and SEMI hold 189 companies between them. None is in every one of them, and GXAI and SEMI are the most alike: 22% of each is the same companies.

Side by side

GXAIACDCSLVMSEMI
FundGlobal XGlobal XGlobal XGlobal X
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.57%0.69%0.65%0.45%
Fund size$213.6m$697.5m$45.4m$526.4m
Holdings88463930
1Y price return+15.6%−5.7%−20.8%only priced since 2026-01-28+79.0%
Distribution yield4.63%13.84%Not yet7.33%
Look-through coverage99.5%100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • GXAI
  • ACDC
  • SLVM
  • SEMI
  • WPM Wheaton Precious Metals CorpIn 1 of 4GXAInot heldACDCnot heldSLVM23.6%SEMInot held
  • PAAS Pan American Silver CorpIn 1 of 4GXAInot heldACDCnot heldSLVM11.3%SEMInot held
  • NVDA NVIDIA CORPIn 2 of 4GXAI3.0%ACDCnot heldSLVMnot heldSEMI11.1%
  • MU MICRON TECHNOLOGY INCIn 2 of 4GXAI2.9%ACDCnot heldSLVMnot heldSEMI11.0%
  • CDE COEUR MINING INCIn 1 of 4GXAInot heldACDCnot heldSLVM10.7%SEMInot held

and 179 more companies the funds hold

How alike they are

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See GXAI + ACDC + SLVM + SEMI as one portfolioEvery company, where you'd own it twiceWhat moved GXAI this monthIts biggest gains and falls, by company