Compare ROBO · ACDC · RBTZ
ROBO, ACDC and RBTZ hold 171 companies between them. 2 are in every one of them, and ROBO and RBTZ are the most alike: 27.5% 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
- Industrials
- Information Technology
- Consumer Discretionary
- Materials
- Health Care
- Everything else
- ISRGINTUITIVE SURGICAL INCIn 2 of 3ROBO2.0%ACDCnot heldRBTZ8.9%
- 6954FANUC CORPIn 2 of 3ROBO1.7%ACDCnot heldRBTZ8.4%
- 6861KEYENCE CORPIn 2 of 3ROBO1.4%ACDCnot heldRBTZ8.3%
- ABBNABB LTD-REGIn all 3ROBO1.4%ACDC2.9%RBTZ8.2%
- NVDANVIDIA CORPIn 2 of 3ROBO1.3%ACDCnot heldRBTZ8.1%
- 6273SMC CORPIn 2 of 3ROBO1.5%ACDCnot heldRBTZ4.8%
- 6752PANASONIC HOLDINGS CORPIn 1 of 3ROBOnot heldACDC4.1%RBTZnot held
- 6501HITACHI LTDIn 1 of 3ROBOnot heldACDC3.5%RBTZnot held
- 6383DAIFUKU CO LTDIn 2 of 3ROBO1.4%ACDCnot heldRBTZ3.4%
- SIESIEMENS AG-REGIn 2 of 3ROBO1.1%ACDC3.3%RBTZnot 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 ROBO already gives you
- ROBO and RBTZ share 27 companies27.5%
- ROBO and ACDC share 4 companies4.9%
- ACDC and RBTZ share 2 companies4.9%
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.