OZR vs ATOM

  • OZR
  • ATOM

OZR and ATOM hold at least 110 companies between them. 3 are in both, and 3% of each fund is the same companies.

In both · 3%OZR only · 97%

Side by side

FundState StreetGlobal X
Asset classSector & thematicSector & thematic
Fee a year0.34%0.69%
Fund size$284.7m$152.0m
Holdings6058
1Y price return−1.3%only priced since 2026-09-25−32.1%
Distribution yieldNot yet9.28%
Look-through coverage100.0%90.5%

Return, last year

change since the start
share of each fund
  • OZR
  • ATOM

and 100 more companies the funds hold

How alike they are

Keep going

See OZR + ATOM as one portfolioEvery company, where you'd own it twiceWhat moved OZR this monthIts biggest gains and falls, by companyWhy BHP GROUP LIMITED moved latelyThe biggest company in both