ROBO vs TECH vs VBLD

  • ROBO
  • TECH
  • VBLD

ROBO, TECH and VBLD hold 252 companies between them. None is in every one of them, and ROBO and TECH are the most alike: 5% of each is the same companies.

Side by side

ROBOTECHVBLD
FundGlobal XGlobal XVanguard
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.45%0.47%
Fund size$254.6m$287.4m$556.9m
Holdings7942135
1Y price return+0.6%+18.2%−3.6%
Distribution yield10.31%3.00%2.28%
Look-through coverage100.0%100.0%100.0%

Return, last year

change since the start
share of each fund
  • ROBO
  • TECH
  • VBLD
  • UNP UNION PACIFIC CORPIn 1 of 3ROBOnot heldTECHnot heldVBLD6.0%
  • NEE NEXTERA ENERGY INCIn 1 of 3ROBOnot heldTECHnot heldVBLD5.7%
  • ANET ARISTA NETWORKS INCIn 1 of 3ROBOnot heldTECH4.5%VBLDnot held
  • MSFT MICROSOFT CORPIn 1 of 3ROBOnot heldTECH4.3%VBLDnot held
  • APH AMPHENOL CORP CLASS AIn 1 of 3ROBOnot heldTECH4.2%VBLDnot held

and 242 more companies the funds hold

How alike they are

Keep going

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