HGEN vs IXJ vs TECH vs IXI

  • HGEN
  • IXJ
  • TECH
  • IXI

HGEN, IXJ, TECH and IXI hold 271 companies between them. None is in every one of them, and HGEN and IXI are the most alike: 0% of each is the same companies.

Side by side

HGENIXJTECHIXI
FundGlobal XiSharesGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.41%0.45%0.41%
Fund size$53.9m$1.4b$287.4m$141.0m
Holdings3012642115
1Y price return+28.1%+3.9%+18.2%−1.5%
Distribution yield0.75%1.56%3.00%2.09%
Look-through coverage100.0%99.6%100.0%99.5%

Return, last year

change since the start
share of each fund
  • HGEN
  • IXJ
  • TECH
  • IXI
  • 8996 KAORI HEATIn 1 of 4HGEN11.1%IXJnot heldTECHnot heldIXInot held
  • BE BLOOM ENERGY CORPIn 1 of 4HGEN10.6%IXJnot heldTECHnot heldIXInot held
  • LLY ELI LILLY & COIn 1 of 4HGENnot heldIXJ10.6%TECHnot heldIXInot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4HGENnot heldIXJ7.2%TECHnot heldIXInot held
  • WMT WALMART INCIn 1 of 4HGENnot heldIXJnot heldTECHnot heldIXI7.1%

and 261 more companies the funds hold

How alike they are

Show the other 2

Keep going

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