IXJ vs BUGG vs ERTH

  • IXJ
  • BUGG
  • ERTH

IXJ, BUGG and ERTH hold at least 225 companies between them. None is in every one of them, and IXJ and BUGG are the most alike: 0% of each is the same companies.

Side by side

IXJBUGGERTH
FundiSharesGlobal XBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.41%0.47%0.65%
Fund size$1.4b$20.2m$84.0m
Holdings12630105
1Y price return+3.9%+21.6%+0.2%
Distribution yield1.56%2.64%0.07%
Look-through coverage99.6%100.0%98.6%

Return, last year

change since the start
share of each fund
  • IXJ
  • BUGG
  • ERTH
  • LLY ELI LILLY & COIn 1 of 3IXJ10.6%BUGGnot heldERTHnot held
  • OKTA OKTA INCIn 1 of 3IXJnot heldBUGG9.8%ERTHnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3IXJnot heldBUGG8.3%ERTHnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3IXJnot heldBUGG7.8%ERTHnot held
  • FTNT FORTINET INCIn 1 of 3IXJnot heldBUGG7.5%ERTHnot held

and 215 more companies the funds hold

How alike they are

Keep going

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