ESGI vs IVLU vs CFLO vs VISM

  • ESGI
  • IVLU
  • CFLO
  • VISM

ESGI, IVLU, CFLO and VISM hold at least 4,282 companies between them. None is in every one of them, and ESGI and CFLO are the most alike: 19% of each is the same companies.

Side by side

ESGIIVLUCFLOVISM
FundVanEckiSharesBetaSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.25%0.40%0.32%
Fund size$217.0m$28.0m$26.0m$753.9m
Holdings1394082133715
1Y price return+3.9%--+12.2%+0.3%
Distribution yield2.68%Not yet2.89%8.17%
Look-through coverage98.8%99.6%99.7%99.2%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVLU
  • CFLO
  • VISM
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESGInot heldIVLU16.3%CFLOnot heldVISMnot held
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%IVLUnot heldCFLOnot heldVISMnot held
  • ASML ASML HOLDING NVIn 2 of 4ESGI5.8%IVLUnot heldCFLO4.0%VISMnot held
  • PANW PALO ALTO NETWORKS INCIn 2 of 4ESGI5.6%IVLUnot heldCFLO5.3%VISMnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 4ESGInot heldIVLUnot heldCFLO4.9%VISMnot held

and 4,272 more companies the funds hold

How alike they are

Show the other 2

Keep going

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