ROBO vs FTEC vs IXI

  • ROBO
  • FTEC
  • IXI

ROBO, FTEC and IXI hold at least 245 companies between them. None is in every one of them, and ROBO and FTEC are the most alike: 0% of each is the same companies.

Side by side

ROBOFTECIXI
FundGlobal XGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.69%0.41%
Fund size$254.6m$4.3m$141.0m
Holdings7976115
1Y price return+0.6%--−1.5%
Distribution yield10.31%Not yet2.09%
Look-through coverage100.0%98.3%99.5%

Return, last year

change since the start
share of each fund
  • ROBO
  • FTEC
  • IXI
  • WMT WALMART INCIn 1 of 3ROBOnot heldFTECnot heldIXI7.1%
  • COST COSTCO WHOLESALE CORPIn 1 of 3ROBOnot heldFTECnot heldIXI6.1%
  • PG PROCTER & GAMBLE CO/THEIn 1 of 3ROBOnot heldFTECnot heldIXI5.1%
  • KO COCA-COLA CO/THEIn 1 of 3ROBOnot heldFTECnot heldIXI5.0%
  • PM PHILIP MORRIS INTERNATIONAL INIn 1 of 3ROBOnot heldFTECnot heldIXI4.8%

and 235 more companies the funds hold

How alike they are

Keep going

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