ESGI vs CNEW vs IVE vs VISM

  • ESGI
  • CNEW
  • IVE
  • VISM

ESGI, CNEW, IVE and VISM hold at least 4,507 companies between them. None is in every one of them, and ESGI and IVE are the most alike: 12% of each is the same companies.

Side by side

ESGICNEWIVEVISM
FundVanEckVanEckiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.95%0.32%0.32%
Fund size$217.0m$81.0m$577.0m$753.9m
Holdings1391216943715
1Y price return+3.9%−6.6%+2.3%+0.3%
Distribution yield2.68%0.77%3.62%8.17%
Look-through coverage98.8%99.9%98.5%99.2%

Return, last year

change since the start
share of each fund
  • ESGI
  • CNEW
  • IVE
  • VISM
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%CNEWnot heldIVEnot heldVISMnot held
  • ASML ASML HOLDING NVIn 2 of 4ESGI5.8%CNEWnot heldIVE3.2%VISMnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4ESGI5.6%CNEWnot heldIVEnot heldVISMnot held
  • 8316 SUMITOMO MITSUI FINANCIAL GROUPIn 2 of 4ESGI2.7%CNEWnot heldIVE0.7%VISMnot held
  • 9984 SOFTBANK GROUP CORPIn 2 of 4ESGI2.5%CNEWnot heldIVE0.7%VISMnot held

and 4,497 more companies the funds hold

How alike they are

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