ESGI vs IIND vs IVLU

  • ESGI
  • IIND
  • IVLU

ESGI, IIND and IVLU hold at least 524 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

ESGIIINDIVLU
FundVanEckBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.80%0.25%
Fund size$217.0m$178.0m$28.0m
Holdings13932408
1Y price return+3.8%−20.6%--
Distribution yield2.68%0.88%Not yet
Look-through coverage98.8%99.6%99.6%

Return, last year

change since the start
share of each fund
  • ESGI
  • IIND
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 1 of 3ESGInot heldIINDnot heldIVLU16.3%
  • AMAT APPLIED MATERIALS INCIn 1 of 3ESGI5.8%IINDnot heldIVLUnot held
  • ASML ASML HOLDING NVIn 1 of 3ESGI5.8%IINDnot heldIVLUnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3ESGI5.6%IINDnot heldIVLUnot held
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 3ESGInot heldIIND4.3%IVLUnot held

and 514 more companies the funds hold

How alike they are

Keep going

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