CFLO vs IVLU

  • CFLO
  • IVLU

CFLO and IVLU hold 561 companies between them. 26 are in both, and 4% of each fund is the same companies.

In both · 4%CFLO only · 96%

Side by side

CFLOIVLU
FundBetaSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.40%0.25%
Fund size$26.0m$28.0m
Holdings213408
1Y price return+12.0%--
Distribution yield2.89%Not yet
Look-through coverage99.7%99.6%

Return, last year

change since the start
share of each fund
  • CFLO
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 1 of 2CFLOnot heldIVLU16.3%
  • PANW PALO ALTO NETWORKS INCIn 1 of 2CFLO5.3%IVLUnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 2CFLO4.9%IVLUnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 2CFLO4.4%IVLUnot held
  • NVDA NVIDIA CORPIn 1 of 2CFLO4.2%IVLUnot held

and 551 more companies the funds hold

How alike they are

Keep going

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