Compare IXJ · BUGG · MVB
IXJ, BUGG and MVB hold 145 companies between them. None is in every one of them, and IXJ and BUGG are the most alike: 0.0% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Financials
- Information Technology
- Health Care
- Everything else
- ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 3IXJnot heldBUGGnot heldMVB20.7%
- NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 3IXJnot heldBUGGnot heldMVB20.2%
- WBCWESTPAC BANKING CORPORATIONIn 1 of 3IXJnot heldBUGGnot heldMVB20.2%
- CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 3IXJnot heldBUGGnot heldMVB19.2%
- MQGMACQUARIE GROUP LIMITEDIn 1 of 3IXJnot heldBUGGnot heldMVB17.5%
- LLYELI LILLY & COIn 1 of 3IXJ10.6%BUGGnot heldMVBnot held
- OKTAOKTA INCIn 1 of 3IXJnot heldBUGG9.8%MVBnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3IXJnot heldBUGG8.3%MVBnot held
- PANWPALO ALTO NETWORKS INCIn 1 of 3IXJnot heldBUGG7.8%MVBnot held
- FTNTFORTINET INCIn 1 of 3IXJnot heldBUGG7.5%MVBnot held
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What IXJ already gives you
- IXJ and BUGG share 0 companies0.0%
- IXJ and MVB share 0 companies0.0%
- BUGG and MVB share 0 companies0.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.