IVE vs GOAT vs CNEW

  • IVE
  • GOAT
  • CNEW

IVE, GOAT and CNEW hold at least 879 companies between them. None is in every one of them, and IVE and GOAT are the most alike: 23% of each is the same companies.

Side by side

IVEGOATCNEW
FundiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.95%
Fund size$577.0m$56.0m$81.0m
Holdings694150121
1Y price return+2.5%−9.0%−6.9%
Distribution yield3.62%10.08%0.77%
Look-through coverage98.5%99.9%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • GOAT
  • CNEW
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldGOAT5.2%CNEWnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldGOAT5.1%CNEWnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldGOAT4.9%CNEWnot held
  • GOOGL ALPHABET INC-AIn 1 of 3IVEnot heldGOAT4.9%CNEWnot held
  • LLY ELI LILLY & COIn 1 of 3IVEnot heldGOAT3.3%CNEWnot held

and 869 more companies the funds hold

How alike they are

Keep going

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