ESGI vs IVV vs CFLO

  • ESGI
  • IVV
  • CFLO

ESGI, IVV and CFLO hold at least 716 companies between them. 7 are in every one of them, and ESGI and CFLO are the most alike: 19% of each is the same companies.

Side by side

ESGIIVVCFLO
FundVanEckiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.04%0.40%
Fund size$217.0m$11.9b$26.0m
Holdings139512213
1Y price return+3.8%+8.6%+12.0%
Distribution yield2.68%1.00%2.89%
Look-through coverage98.8%99.7%99.7%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVV
  • CFLO
  • NVDA NVIDIA CORPIn 2 of 3ESGInot heldIVV8.3%CFLO4.2%
  • AAPL APPLE INCIn 1 of 3ESGInot heldIVV7.2%CFLOnot held
  • AMAT APPLIED MATERIALS INCIn 2 of 3ESGI5.8%IVV0.6%CFLOnot held
  • ASML ASML HOLDING NVIn 2 of 3ESGI5.8%IVVnot heldCFLO4.0%
  • MSFT MICROSOFT CORPIn 1 of 3ESGInot heldIVV5.7%CFLOnot held

and 706 more companies the funds hold

How alike they are

Keep going

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