TECH vs ACDC vs IXI

  • TECH
  • ACDC
  • IXI

TECH, ACDC and IXI hold 178 companies between them. None is in every one of them, and TECH and ACDC are the most alike: 2% of each is the same companies.

Side by side

TECHACDCIXI
FundGlobal XGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.45%0.69%0.41%
Fund size$287.4m$697.5m$141.0m
Holdings4246115
1Y price return+18.2%−5.7%−1.5%
Distribution yield3.00%13.69%2.09%
Look-through coverage100.0%100.0%99.5%

Return, last year

change since the start
share of each fund
  • TECH
  • ACDC
  • IXI
  • WMT WALMART INCIn 1 of 3TECHnot heldACDCnot heldIXI7.1%
  • COST COSTCO WHOLESALE CORPIn 1 of 3TECHnot heldACDCnot heldIXI6.1%
  • PG PROCTER & GAMBLE CO/THEIn 1 of 3TECHnot heldACDCnot heldIXI5.1%
  • KO COCA-COLA CO/THEIn 1 of 3TECHnot heldACDCnot heldIXI5.0%
  • PM PHILIP MORRIS INTERNATIONAL INIn 1 of 3TECHnot heldACDCnot heldIXI4.8%

and 168 more companies the funds hold

How alike they are

Keep going

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