IMTM vs HVLU vs CFLO

  • IMTM
  • HVLU
  • CFLO

IMTM, HVLU and CFLO hold 648 companies between them. 5 are in every one of them, and IMTM and HVLU are the most alike: 22% of each is the same companies.

Side by side

IMTMHVLUCFLO
FundiSharesVanEckBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.43%0.40%
Fund size$16.0m$61.0m$26.0m
Holdings369249213
1Y price return--+31.6%+12.0%
Distribution yieldNot yet17.13%2.89%
Look-through coverage98.9%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IMTM
  • HVLU
  • CFLO
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%HVLU4.9%CFLOnot held
  • PANW PALO ALTO NETWORKS INCIn 2 of 3IMTM0.8%HVLUnot heldCFLO5.3%
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 3IMTMnot heldHVLUnot heldCFLO4.9%
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 3IMTM4.5%HVLUnot heldCFLOnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 2 of 3IMTM0.5%HVLUnot heldCFLO4.4%

and 638 more companies the funds hold

How alike they are

Keep going

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