HGEN vs ERTH

  • HGEN
  • ERTH

HGEN and ERTH hold at least 109 companies between them. 8 are in both, and 7% of each fund is the same companies.

In both · 7%HGEN only · 93%

Side by side

HGENERTH
FundGlobal XBetaShares
Asset classSector & thematicSector & thematic
Fee a year0.69%0.65%
Fund size$53.9m$84.0m
Holdings30105
1Y price return+28.1%+0.2%
Distribution yield0.75%0.07%
Look-through coverage100.0%98.6%

Return, last year

change since the start
share of each fund
  • HGEN
  • ERTH
  • 8996 KAORI HEATIn 1 of 2HGEN11.1%ERTHnot held
  • BE BLOOM ENERGY CORPIn all 2HGEN10.6%ERTH4.9%
  • PLUG Plug Power IncIn all 2HGEN6.4%ERTH0.3%
  • 336260 DOOSAN FUEL CELL CO LTDIn all 2HGEN5.5%ERTH0.4%
  • 000720 HYUNDAI ENG&CONSIn 1 of 2HGEN5.3%ERTHnot held

and 99 more companies the funds hold

How alike they are

Keep going

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