IMTM vs IVLU vs CFLO

  • IMTM
  • IVLU
  • CFLO

IMTM, IVLU and CFLO hold at least 741 companies between them. 8 are in every one of them, and IMTM and IVLU are the most alike: 27% of each is the same companies.

Side by side

IMTMIVLUCFLO
FundiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.25%0.40%
Fund size$16.0m$28.0m$26.0m
Holdings369408213
1Y price return----+12.0%
Distribution yieldNot yetNot yet2.88%
Look-through coverage98.9%99.6%99.7%

Return, last year

change since the start
share of each fund
  • IMTM
  • IVLU
  • CFLO
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%IVLU16.3%CFLOnot held
  • PANW PALO ALTO NETWORKS INCIn 2 of 3IMTM0.8%IVLUnot heldCFLO5.3%
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 3IMTMnot heldIVLUnot heldCFLO4.9%
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 3IMTM4.5%IVLUnot heldCFLOnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 2 of 3IMTM0.5%IVLUnot heldCFLO4.4%

and 731 more companies the funds hold

How alike they are

Keep going

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