TECH vs IXI vs IXJ vs FTEC

  • TECH
  • IXI
  • IXJ
  • FTEC

TECH, IXI, IXJ and FTEC 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

TECHIXIIXJFTEC
FundGlobal XiSharesiSharesGlobal X
Asset classSector & thematicSector & thematicSector & thematicSector & thematic
Fee a year0.45%0.41%0.41%0.69%
Fund size$287.4m$141.0m$1.4b$4.3m
Holdings4211512676
1Y price return+18.2%−1.5%+3.9%--
Distribution yield3.00%2.09%1.56%Not yet
Look-through coverage100.0%99.5%99.6%98.3%

Return, last year

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

and 302 more companies the funds hold

How alike they are

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