ROBO vs VBLD vs GXAI

  • ROBO
  • VBLD
  • GXAI

ROBO, VBLD and GXAI hold 288 companies between them. None is in every one of them, and ROBO and GXAI are the most alike: 9% of each is the same companies.

Side by side

ROBOVBLDGXAI
FundGlobal XVanguardGlobal X
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.47%0.57%
Fund size$254.6m$556.9m$213.6m
Holdings7913588
1Y price return+0.8%−3.9%+15.5%
Distribution yield10.31%2.28%4.58%
Look-through coverage100.0%100.0%99.5%

Return, last year

change since the start
share of each fund
  • ROBO
  • VBLD
  • GXAI
  • UNP UNION PACIFIC CORPIn 1 of 3ROBOnot heldVBLD6.0%GXAInot held
  • NEE NEXTERA ENERGY INCIn 1 of 3ROBOnot heldVBLD5.7%GXAInot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 3ROBOnot heldVBLDnot heldGXAI4.1%
  • ENB ENBRIDGE INCIn 1 of 3ROBOnot heldVBLD3.7%GXAInot held
  • MSFT MICROSOFT CORPIn 1 of 3ROBOnot heldVBLDnot heldGXAI3.6%

and 278 more companies the funds hold

How alike they are

Keep going

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