CFLO vs IVE vs GARP

  • CFLO
  • IVE
  • GARP

CFLO, IVE and GARP hold at least 867 companies between them. 31 are in every one of them, and CFLO and GARP are the most alike: 26% of each is the same companies.

Side by side

CFLOIVEGARP
FundBetaSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.40%0.32%0.30%
Fund size$26.0m$577.0m$131.6m
Holdings213694220
1Y price return+12.0%+2.5%−2.6%
Distribution yield2.89%3.62%5.90%
Look-through coverage99.7%98.5%100.0%

Return, last year

change since the start
share of each fund
  • CFLO
  • IVE
  • GARP
  • MSFT MICROSOFT CORPIn 1 of 3CFLOnot heldIVEnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 3CFLOnot heldIVEnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 2 of 3CFLO4.2%IVEnot heldGARP5.5%
  • PANW PALO ALTO NETWORKS INCIn 1 of 3CFLO5.3%IVEnot heldGARPnot held
  • LLY ELI LILLY & COIn 1 of 3CFLOnot heldIVEnot heldGARP5.1%

and 857 more companies the funds hold

How alike they are

Keep going

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