IVE vs ESGI vs CETF

  • IVE
  • ESGI
  • CETF

IVE, ESGI and CETF hold at least 765 companies between them. None is in every one of them, and IVE and ESGI are the most alike: 12% of each is the same companies.

Side by side

IVEESGICETF
FundiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.60%
Fund size$577.0m$217.0m$36.0m
Holdings69413951
1Y price return+2.5%+3.8%−8.6%
Distribution yield3.62%2.68%2.01%
Look-through coverage98.5%98.8%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • ESGI
  • CETF
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 3IVEnot heldESGInot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 3IVEnot heldESGInot heldCETF6.4%
  • AMAT APPLIED MATERIALS INCIn 1 of 3IVEnot heldESGI5.8%CETFnot held
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%ESGI5.8%CETFnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3IVEnot heldESGI5.6%CETFnot held

and 755 more companies the funds hold

How alike they are

Keep going

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