CFLO vs IVE vs VISM

  • CFLO
  • IVE
  • VISM

CFLO, IVE and VISM hold at least 4,415 companies between them. None is in every one of them, and CFLO and IVE are the most alike: 18% of each is the same companies.

Side by side

CFLOIVEVISM
FundBetaSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.40%0.32%0.32%
Fund size$26.0m$577.0m$753.9m
Holdings2136943715
1Y price return+12.0%+2.5%+0.4%
Distribution yield2.89%3.62%8.17%
Look-through coverage99.7%98.5%99.2%

Return, last year

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

and 4,405 more companies the funds hold

How alike they are

Keep going

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