ROBO vs ATEC vs IXJ — overlap, fees and exposure compared

ROBO, ATEC and IXJ hold 228 companies between them. None is in every one of them, and ROBO and IXJ are the most alike: 2% of each is the same companies.

Side by side

ROBO ATEC IXJ

FundGlobal XBetaSharesiShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.69%0.48%0.41%

Fund size$254.6m$613.6m$1.4b

Holdings7944126

1Y price return+0.6%+2.0%only priced since 2026-09-24+3.9%

Distribution yield10.31%1.97%1.56%

Look-through coverage100.0%99.7%99.6%

Return, last year

change since the start

share of each fund

ROBO
ATEC
IXJ

LLY ELI LILLY & COIn 1 of 3ROBOnot heldATECnot heldIXJ10.6%
CPU COMPUTERSHARE LIMITED.In 1 of 3ROBOnot heldATEC10.5%IXJnot held
XRO XERO LIMITEDIn 1 of 3ROBOnot heldATEC8.2%IXJnot held
PME PRO MEDICUS LIMITEDIn 1 of 3ROBOnot heldATEC8.0%IXJnot held
TNE TECHNOLOGY ONE LIMITEDIn 1 of 3ROBOnot heldATEC7.5%IXJnot held

and 218 more companies the funds hold

How alike they are

Keep going

See ROBO + ATEC + IXJ as one portfolioEvery company, where you'd own it twice What moved ROBO this monthIts biggest gains and falls, by company