ROBO vs IXI vs IXJ

  • ROBO
  • IXI
  • IXJ

ROBO, IXI and IXJ hold 276 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

ROBOIXIIXJ
FundGlobal XiSharesiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.41%0.41%
Fund size$254.6m$141.0m$1.4b
Holdings79115126
1Y price return+0.6%−1.5%+3.9%
Distribution yield10.31%2.09%1.56%
Look-through coverage100.0%99.5%99.6%

Return, last year

change since the start
share of each fund
  • ROBO
  • IXI
  • IXJ
  • LLY ELI LILLY & COIn 1 of 3ROBOnot heldIXInot heldIXJ10.6%
  • JNJ JOHNSON & JOHNSONIn 1 of 3ROBOnot heldIXInot heldIXJ7.2%
  • WMT WALMART INCIn 1 of 3ROBOnot heldIXI7.1%IXJnot held
  • COST COSTCO WHOLESALE CORPIn 1 of 3ROBOnot heldIXI6.1%IXJnot held
  • ABBV ABBVIE INCIn 1 of 3ROBOnot heldIXInot heldIXJ5.2%

and 266 more companies the funds hold

How alike they are

Keep going

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