CFLO vs IACT vs VISM

  • CFLO
  • IACT
  • VISM

CFLO, IACT and VISM hold 4,029 companies between them. None is in every one of them, and CFLO and IACT are the most alike: 13% of each is the same companies.

Side by side

FundBetaSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.40%0.45%0.32%
Fund size$26.0m$258.0m$753.9m
Holdings2132673715
1Y price return+12.0%+11.4%+0.4%
Distribution yield2.89%0.53%8.17%
Look-through coverage99.7%99.9%99.2%

Return, last year

change since the start
share of each fund
  • CFLO
  • IACT
  • VISM
  • NVDA NVIDIA CORPIn 2 of 3CFLO4.2%IACT8.4%VISMnot held
  • AAPL APPLE INCIn 1 of 3CFLOnot heldIACT7.7%VISMnot held
  • PANW PALO ALTO NETWORKS INCIn 2 of 3CFLO5.3%IACT0.3%VISMnot held
  • MSFT MICROSOFT CORPIn 1 of 3CFLOnot heldIACT4.9%VISMnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 2 of 3CFLO4.9%IACT0.7%VISMnot held

and 4,019 more companies the funds hold

How alike they are

Keep going

See CFLO + IACT + VISM as one portfolioEvery company, where you'd own it twiceWhat moved CFLO this monthIts biggest gains and falls, by company