ROBO vs IXJ vs VBLD

  • ROBO
  • IXJ
  • VBLD

ROBO, IXJ and VBLD hold 320 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

ROBOIXJVBLD
FundGlobal XiSharesVanguard
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.41%0.47%
Fund size$254.6m$1.4b$556.9m
Holdings79126135
1Y price return+0.6%+3.9%−3.6%
Distribution yield10.31%1.56%2.28%
Look-through coverage100.0%99.6%100.0%

Return, last year

change since the start
share of each fund
  • ROBO
  • IXJ
  • VBLD
  • LLY ELI LILLY & COIn 1 of 3ROBOnot heldIXJ10.6%VBLDnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 3ROBOnot heldIXJ7.2%VBLDnot held
  • UNP UNION PACIFIC CORPIn 1 of 3ROBOnot heldIXJnot heldVBLD6.0%
  • NEE NEXTERA ENERGY INCIn 1 of 3ROBOnot heldIXJnot heldVBLD5.7%
  • ABBV ABBVIE INCIn 1 of 3ROBOnot heldIXJ5.2%VBLDnot held

and 310 more companies the funds hold

How alike they are

Keep going

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