A close fight between the two, who would win?🤔
I think it would be a close fight between this two funds:
Both fund's AUM is ~11B![]()
Let's dive in and take a look at what are their top holdings:
![A close fight between the two, who would win?🤔](https://sgsnsimg.moomoo.com/sns_client_feed/102983403/20240307/0635e3454882497eb3bc732546a27745.png/big?area=101&is_public=true)
![A close fight between the two, who would win?🤔](https://sgsnsimg.moomoo.com/sns_client_feed/102983403/20240307/afc9a778abec4278aae8e8205821f7be.png/big?area=101&is_public=true)
The recent bad news from Apple may have an impact on BFG world technology fund since apple is their 3rd largest holding![]()
![A close fight between the two, who would win?🤔](https://sgsnsimg.moomoo.com/sns_client_feed/102983403/20240307/9a3158e132054906a803c95e2283daf5.png/big?area=101&is_public=true)
Using moomoo's useful VS compare function that can be found under wealth/fund center page to pitch both funds performance against each other we get this useful chart summary:
![A close fight between the two, who would win?🤔](https://sgsnsimg.moomoo.com/sns_client_feed/102983403/20240307/3c78b943e2914bada03a36510a928d09.png/big?area=101&is_public=true)
It would seems BGF have been out performing Franklin for the past 6 months will this trend continues?![]()
Bonus chart comparing all 5 funds:
![A close fight between the two, who would win?🤔](https://sgsnsimg.moomoo.com/sns_client_feed/102983403/20240307/6bfc4aa52f1e4940b982485d8e9e3ebc.png/big?area=101&is_public=true)
Disclaimer: All the above are not financial advises please DYOR/DD![]()
![A close fight between the two, who would win?🤔](https://sgsnsimg.moomoo.com/sns_client_feed/102983403/20240307/44908f1816864d59b96231f842fad1bf.png/big?area=101&is_public=true)
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mr_cashcow OP : @Brianjh @Cui Nyonya Kueh @小trader @SSS AhHuatKopi What are your thoughts?![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Brianjh : I think both fund is pretty fund the same. with same expense ratio (management fee, sales charges). Focus on tech sector. but their % focus on different sub-sector is different. BGF more on software & services. Franklin more on semiconductors. BGF had higher beta than Franklin so it's more volatile but return slightly higher returns than Franklin. so it depends. I usually don't invest in funds![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
mr_cashcow OP Brianjh : Thank you for your insights![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Cui Nyonya Kueh mr_cashcow OP : I'm not sure. I never buy tech funds.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
小trader : This sure is a tough choice! I think it’s interesting that you pointed out Apple. Since BGF has a higher position in it, do you think Apple’s potential recovery can help the fund more?
mr_cashcow OP 小trader : Yes but I doubt apple can turn it around before end of the month but then again a lot can happen within a few weeks![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
beaver Queen Brianjh : is it better to buy etf than fund? fund has management n sales charge right?