ESGI vs IVLU vs VISM vs IIND

  • ESGI
  • IVLU
  • VISM
  • IIND

ESGI, IVLU, VISM and IIND hold at least 4,196 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

FundVanEckiSharesVanguardBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.25%0.32%0.80%
Fund size$217.0m$28.0m$753.9m$178.0m
Holdings139408371532
1Y price return+3.9%--+0.3%−19.7%
Distribution yield2.68%Not yet8.17%0.88%
Look-through coverage98.8%99.6%99.2%99.6%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVLU
  • VISM
  • IIND
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESGInot heldIVLU16.3%VISMnot heldIINDnot held
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%IVLUnot heldVISMnot heldIINDnot held
  • ASML ASML HOLDING NVIn 1 of 4ESGI5.8%IVLUnot heldVISMnot heldIINDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4ESGI5.6%IVLUnot heldVISMnot heldIINDnot held
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 4ESGInot heldIVLUnot heldVISMnot heldIIND4.3%

and 4,186 more companies the funds hold

How alike they are

Show the other 2

Keep going

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