TECH vs CLDD vs VBLD

  • TECH
  • CLDD
  • VBLD

TECH, CLDD and VBLD hold 213 companies between them. None is in every one of them, and TECH and CLDD are the most alike: 4% of each is the same companies.

Side by side

TECHCLDDVBLD
FundGlobal XBetaSharesVanguard
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.45%0.67%0.47%
Fund size$287.4m$33.0m$556.9m
Holdings4243135
1Y price return+18.2%+15.5%−3.6%
Distribution yield3.00%0.00%2.28%
Look-through coverage100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • TECH
  • CLDD
  • VBLD
  • SNOW SNOWFLAKE INCIn 1 of 3TECHnot heldCLDD7.1%VBLDnot held
  • UNP UNION PACIFIC CORPIn 1 of 3TECHnot heldCLDDnot heldVBLD6.0%
  • DDOG DATADOG INC CLASS AIn 1 of 3TECHnot heldCLDD5.9%VBLDnot held
  • TWLO TWILIO INC - AIn 1 of 3TECHnot heldCLDD5.7%VBLDnot held
  • NEE NEXTERA ENERGY INCIn 1 of 3TECHnot heldCLDDnot heldVBLD5.7%

and 203 more companies the funds hold

How alike they are

Keep going

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