IMTM vs IVE vs CFLO

  • IMTM
  • IVE
  • CFLO

IMTM, IVE and CFLO hold at least 912 companies between them. 22 are in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

IMTMIVECFLO
FundiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.40%
Fund size$16.0m$577.0m$26.0m
Holdings369694213
1Y price return--+2.5%+12.0%
Distribution yieldNot yet3.62%2.89%
Look-through coverage98.9%98.5%99.7%

Return, last year

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

and 902 more companies the funds hold

How alike they are

Keep going

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