SEMI vs ACDC

  • SEMI
  • ACDC

SEMI and ACDC hold 76 companies between them. None is in both, and 0% of each fund is the same companies.

In both · 0%SEMI only · 100%

Side by side

FundGlobal XGlobal X
Asset classSector & thematicSector & thematic
Fee a year0.45%0.69%
Fund size$526.4m$697.5m
Holdings3046
1Y price return+79.0%−5.7%
Distribution yield7.15%13.69%
Look-through coverage100.0%100.0%

Return, last year

change since the start
share of each fund
  • SEMI
  • ACDC
  • NVDA NVIDIA CORPIn 1 of 2SEMI11.1%ACDCnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 2SEMI11.0%ACDCnot held
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 2SEMI10.0%ACDCnot held
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 2SEMI9.5%ACDCnot held
  • AVGO BROADCOM INCIn 1 of 2SEMI8.9%ACDCnot held

and 66 more companies the funds hold

How alike they are

Keep going

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