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

ROBO, IXJ and ATEC 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 IXJ ATEC

FundGlobal XiSharesBetaShares

Asset classSector & thematicSector & thematicSector & thematic

Fee a year0.69%0.41%0.48%

Fund size$254.6m$1.4b$613.6m

Holdings7912644

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

Distribution yield10.31%1.56%1.97%

Look-through coverage100.0%99.6%99.7%

Return, last year

change since the start

share of each fund

ROBO
IXJ
ATEC

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

and 218 more companies the funds hold

How alike they are

Keep going

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