WIRE vs CLDD vs BNKS

  • WIRE
  • CLDD
  • BNKS

WIRE, CLDD and BNKS hold at least 136 companies between them. None is in every one of them, and WIRE and BNKS are the most alike: 0% of each is the same companies.

Side by side

WIRECLDDBNKS
FundGlobal XBetaSharesBetaShares
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.65%0.67%0.57%
Fund size$746.6m$33.0m$180.0m
Holdings404378
1Y price return+20.3%+15.8%+23.4%
Distribution yield3.04%0.00%5.62%
Look-through coverage99.5%99.9%99.0%

Return, last year

change since the start
share of each fund
  • WIRE
  • CLDD
  • BNKS
  • JPM JPMORGAN CHASE & COIn 1 of 3WIREnot heldCLDDnot heldBNKS7.8%
  • SNOW SNOWFLAKE INCIn 1 of 3WIREnot heldCLDD7.1%BNKSnot held
  • BAC BANK OF AMERICA CORPIn 1 of 3WIREnot heldCLDDnot heldBNKS6.0%
  • DDOG DATADOG INC CLASS AIn 1 of 3WIREnot heldCLDD5.9%BNKSnot held
  • HBM Hudbay Minerals IncIn 1 of 3WIRE5.8%CLDDnot heldBNKSnot held

and 126 more companies the funds hold

How alike they are

Keep going

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