IXJ vs ROBO vs TECH vs DRUG

  • IXJ
  • ROBO
  • TECH
  • DRUG

IXJ, ROBO, TECH and DRUG hold 229 companies between them. None is in every one of them, and IXJ and DRUG are the most alike: 80% of each is the same companies.

Side by side

IXJROBOTECHDRUG
FundiSharesGlobal XGlobal XBetaShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.41%0.69%0.45%0.57%
Fund size$1.4b$254.6m$287.4m$163.0m
Holdings126794266
1Y price return+3.9%+0.6%+18.2%+6.6%
Distribution yield1.56%10.31%3.00%3.91%
Look-through coverage99.6%100.0%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IXJ
  • ROBO
  • TECH
  • DRUG
  • LLY ELI LILLY & COIn 2 of 4IXJ10.6%ROBOnot heldTECHnot heldDRUG8.3%
  • JNJ JOHNSON & JOHNSONIn 2 of 4IXJ7.2%ROBOnot heldTECHnot heldDRUG8.1%
  • ABBV ABBVIE INCIn 2 of 4IXJ5.2%ROBOnot heldTECHnot heldDRUG6.8%
  • MRK MERCK & CO INCIn 2 of 4IXJ4.5%ROBOnot heldTECHnot heldDRUG5.4%
  • UNH UNITEDHEALTH GROUP INCIn 2 of 4IXJ4.1%ROBOnot heldTECHnot heldDRUG4.9%

and 219 more companies the funds hold

How alike they are

Show the other 2

Keep going

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