ESGI vs IVE vs CFLO

  • ESGI
  • IVE
  • CFLO

ESGI, IVE and CFLO hold at least 822 companies between them. 16 are in every one of them, and ESGI and CFLO are the most alike: 19% of each is the same companies.

Side by side

ESGIIVECFLO
FundVanEckiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.32%0.40%
Fund size$217.0m$577.0m$26.0m
Holdings139694213
1Y price return+3.8%+2.5%+12.0%
Distribution yield2.68%3.62%2.89%
Look-through coverage98.8%98.5%99.7%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVE
  • CFLO
  • AMAT APPLIED MATERIALS INCIn 1 of 3ESGI5.8%IVEnot heldCFLOnot held
  • ASML ASML HOLDING NVIn all 3ESGI5.8%IVE3.2%CFLO4.0%
  • PANW PALO ALTO NETWORKS INCIn 2 of 3ESGI5.6%IVEnot heldCFLO5.3%
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 3ESGInot heldIVEnot heldCFLO4.9%
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3ESGInot heldIVEnot heldCFLO4.4%

and 812 more companies the funds hold

How alike they are

Keep going

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