TECH vs IXI vs FTEC vs IXJ

  • TECH
  • IXI
  • FTEC
  • IXJ

TECH, IXI, FTEC and IXJ hold at least 312 companies between them. None is in every one of them, and TECH and FTEC are the most alike: 6% of each is the same companies.

Side by side

TECHIXIFTECIXJ
FundGlobal XiSharesGlobal XiShares
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.45%0.41%0.69%0.41%
Fund size$287.4m$141.0m$4.3m$1.4b
Holdings4211576126
1Y price return+18.2%−1.5%--+3.9%
Distribution yield3.00%2.09%Not yet1.56%
Look-through coverage100.0%99.5%98.3%99.6%

Return, last year

change since the start
share of each fund
  • TECH
  • IXI
  • FTEC
  • IXJ
  • LLY ELI LILLY & COIn 1 of 4TECHnot heldIXInot heldFTECnot heldIXJ10.6%
  • JNJ JOHNSON & JOHNSONIn 1 of 4TECHnot heldIXInot heldFTECnot heldIXJ7.2%
  • WMT WALMART INCIn 1 of 4TECHnot heldIXI7.1%FTECnot heldIXJnot held
  • COST COSTCO WHOLESALE CORPIn 1 of 4TECHnot heldIXI6.1%FTECnot heldIXJnot held
  • ABBV ABBVIE INCIn 1 of 4TECHnot heldIXInot heldFTECnot heldIXJ5.2%

and 302 more companies the funds hold

How alike they are

Show the other 2

Keep going

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