ESGI vs CNEW vs IVLU vs VISM

  • ESGI
  • CNEW
  • IVLU
  • VISM

ESGI, CNEW, IVLU and VISM hold at least 4,286 companies between them. None is in every one of them, and ESGI and IVLU are the most alike: 5% of each is the same companies.

Side by side

ESGICNEWIVLUVISM
FundVanEckVanEckiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.95%0.25%0.32%
Fund size$217.0m$81.0m$28.0m$753.9m
Holdings1391214083715
1Y price return+3.9%−6.6%--+0.3%
Distribution yield2.68%0.77%Not yet8.17%
Look-through coverage98.8%99.9%99.6%99.2%

Return, last year

change since the start
share of each fund
  • ESGI
  • CNEW
  • IVLU
  • VISM
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESGInot heldCNEWnot heldIVLU16.3%VISMnot held
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%CNEWnot heldIVLUnot heldVISMnot held
  • ASML ASML HOLDING NVIn 1 of 4ESGI5.8%CNEWnot heldIVLUnot heldVISMnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4ESGI5.6%CNEWnot heldIVLUnot heldVISMnot held
  • CSCO CISCO SYSTEMS INCIn 1 of 4ESGInot heldCNEWnot heldIVLU3.1%VISMnot held

and 4,276 more companies the funds hold

How alike they are

Show the other 2

Keep going

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