IXI vs DRIV vs ERTH

  • IXI
  • DRIV
  • ERTH

IXI, DRIV and ERTH hold at least 212 companies between them. None is in every one of them, and DRIV and ERTH are the most alike: 22% of each is the same companies.

Side by side

IXIDRIVERTH
FundiSharesBetaSharesBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.41%0.67%0.65%
Fund size$141.0m$16.0m$84.0m
Holdings11559105
1Y price return−1.5%+3.9%+0.2%
Distribution yield2.09%0.84%0.07%
Look-through coverage99.5%99.8%98.6%

Return, last year

change since the start
share of each fund
  • IXI
  • DRIV
  • ERTH
  • VOLVB VOLVO ABIn 1 of 3IXInot heldDRIV8.2%ERTHnot held
  • 5802 SUMITOMO ELECTRIC INDUSTRIES LIn 1 of 3IXInot heldDRIV8.1%ERTHnot held
  • PCAR PACCAR INCIn 1 of 3IXInot heldDRIV7.9%ERTHnot held
  • TSLA TESLA INCIn 2 of 3IXInot heldDRIV7.7%ERTH3.9%
  • WMT WALMART INCIn 1 of 3IXI7.1%DRIVnot heldERTHnot held

and 202 more companies the funds hold

How alike they are

Keep going

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