IVE vs CFLO

  • IVE
  • CFLO

IVE and CFLO hold at least 774 companies between them. 79 are in both, and 18% of each fund is the same companies.

In both · 18%IVE only · 82%

Side by side

IVECFLO
FundiSharesBetaShares
Asset classInternational sharesInternational shares
Fee a year0.32%0.40%
Fund size$577.0m$26.0m
Holdings694213
1Y price return+2.5%+12.0%
Distribution yield3.62%2.89%
Look-through coverage98.5%99.7%

Return, last year

change since the start
share of each fund
  • IVE
  • CFLO
  • PANW PALO ALTO NETWORKS INCIn 1 of 2IVEnot heldCFLO5.3%
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 2IVEnot heldCFLO4.9%
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 2IVEnot heldCFLO4.4%
  • NVDA NVIDIA CORPIn 1 of 2IVEnot heldCFLO4.2%
  • ASML ASML HOLDING NVIn all 2IVE3.2%CFLO4.0%

and 764 more companies the funds hold

How alike they are

Keep going

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