HGEN vs IXJ vs TECH

  • HGEN
  • IXJ
  • TECH

HGEN, IXJ and TECH hold 180 companies between them. None is in every one of them, and HGEN and IXJ are the most alike: 0% of each is the same companies.

Side by side

HGENIXJTECH
FundGlobal XiSharesGlobal X
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.41%0.45%
Fund size$53.9m$1.4b$287.4m
Holdings3012642
1Y price return+28.1%+3.9%+18.2%
Distribution yield0.75%1.56%3.00%
Look-through coverage100.0%99.6%100.0%

Return, last year

change since the start
share of each fund
  • HGEN
  • IXJ
  • TECH
  • 8996 KAORI HEATIn 1 of 3HGEN11.1%IXJnot heldTECHnot held
  • BE BLOOM ENERGY CORPIn 1 of 3HGEN10.6%IXJnot heldTECHnot held
  • LLY ELI LILLY & COIn 1 of 3HGENnot heldIXJ10.6%TECHnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 3HGENnot heldIXJ7.2%TECHnot held
  • PLUG Plug Power IncIn 1 of 3HGEN6.4%IXJnot heldTECHnot held

and 170 more companies the funds hold

How alike they are

Keep going

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