IXJ vs CURE vs IXI

  • IXJ
  • CURE
  • IXI

IXJ, CURE and IXI hold 348 companies between them. None is in every one of them, and IXJ and CURE are the most alike: 9% of each is the same companies.

Side by side

IXJCUREIXI
FundiSharesGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.41%0.45%0.41%
Fund size$1.4b$39.6m$141.0m
Holdings126157115
1Y price return+3.9%+31.1%−1.5%
Distribution yield1.56%0.00%2.09%
Look-through coverage99.6%100.0%99.5%

Return, last year

change since the start
share of each fund
  • IXJ
  • CURE
  • IXI
  • LLY ELI LILLY & COIn 1 of 3IXJ10.6%CUREnot heldIXInot held
  • JNJ JOHNSON & JOHNSONIn 1 of 3IXJ7.2%CUREnot heldIXInot held
  • WMT WALMART INCIn 1 of 3IXJnot heldCUREnot heldIXI7.1%
  • COST COSTCO WHOLESALE CORPIn 1 of 3IXJnot heldCUREnot heldIXI6.1%
  • ABBV ABBVIE INCIn 2 of 3IXJ5.2%CURE1.5%IXInot held

and 338 more companies the funds hold

How alike they are

Keep going

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