CFLO vs IVLU vs VISM

  • CFLO
  • IVLU
  • VISM

CFLO, IVLU and VISM hold 4,202 companies between them. None is in every one of them, and CFLO and IVLU are the most alike: 4% of each is the same companies.

Side by side

CFLOIVLUVISM
FundBetaSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.40%0.25%0.32%
Fund size$26.0m$28.0m$753.9m
Holdings2134083715
1Y price return+12.0%--+0.4%
Distribution yield2.89%Not yet8.17%
Look-through coverage99.7%99.6%99.2%

Return, last year

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

and 4,192 more companies the funds hold

How alike they are

Keep going

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