CFLO vs IVE

  • CFLO
  • IVE

CFLO and IVE hold at least 774 companies between them. 79 are in both, and 18% of each fund is the same companies.

In both · 18%CFLO only · 82%

Side by side

CFLOIVE
FundBetaSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.40%0.32%
Fund size$26.0m$577.0m
Holdings213694
1Y price return+12.2%+2.3%
Distribution yield2.89%3.62%
Look-through coverage99.7%98.5%

Return, last year

change since the start
share of each fund
  • CFLO
  • IVE
  • PANW PALO ALTO NETWORKS INCIn 1 of 2CFLO5.3%IVEnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 2CFLO4.9%IVEnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 2CFLO4.4%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 2CFLO4.2%IVEnot held
  • ASML ASML HOLDING NVIn all 2CFLO4.0%IVE3.2%

and 764 more companies the funds hold

How alike they are

Keep going

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