ROBO vs VBLD vs TECH

  • ROBO
  • VBLD
  • TECH

ROBO, VBLD and TECH 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

ROBOVBLDTECH
FundGlobal XVanguardGlobal X
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.47%0.45%
Fund size$254.6m$556.9m$287.4m
Holdings7913542
1Y price return+0.6%−3.6%+18.2%
Distribution yield10.31%2.28%3.00%
Look-through coverage100.0%100.0%100.0%

Return, last year

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

and 242 more companies the funds hold

How alike they are

Keep going

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