IXI vs CURE vs IXJ vs TECH

  • IXI
  • CURE
  • IXJ
  • TECH

IXI, CURE, IXJ and TECH hold 390 companies between them. None is in every one of them, and CURE and IXJ are the most alike: 9% of each is the same companies.

Side by side

IXICUREIXJTECH
FundiSharesGlobal XiSharesGlobal X
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.41%0.45%0.41%0.45%
Fund size$141.0m$39.6m$1.4b$287.4m
Holdings11515712642
1Y price return−1.5%+31.1%+3.9%+18.2%
Distribution yield2.09%0.00%1.56%3.00%
Look-through coverage99.5%100.0%99.6%100.0%

Return, last year

change since the start
share of each fund
  • IXI
  • CURE
  • IXJ
  • TECH
  • LLY ELI LILLY & COIn 1 of 4IXInot heldCUREnot heldIXJ10.6%TECHnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4IXInot heldCUREnot heldIXJ7.2%TECHnot held
  • WMT WALMART INCIn 1 of 4IXI7.1%CUREnot heldIXJnot heldTECHnot held
  • COST COSTCO WHOLESALE CORPIn 1 of 4IXI6.1%CUREnot heldIXJnot heldTECHnot held
  • ABBV ABBVIE INCIn 2 of 4IXInot heldCURE1.5%IXJ5.2%TECHnot held

and 380 more companies the funds hold

How alike they are

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Keep going

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