IVE vs GOAT vs CNEW vs VEQ

  • IVE
  • GOAT
  • CNEW
  • VEQ

IVE, GOAT, CNEW and VEQ hold at least 1,744 companies between them. None is in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

IVEGOATCNEWVEQ
FundiSharesVanEckVanEckVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.95%0.35%
Fund size$577.0m$56.0m$81.0m$539.2m
Holdings6941501211227
1Y price return+2.5%−9.0%−6.9%+0.6%
Distribution yield3.62%10.08%0.77%2.28%
Look-through coverage98.5%99.9%99.9%99.1%

Return, last year

change since the start
share of each fund
  • IVE
  • GOAT
  • CNEW
  • VEQ
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldGOAT5.2%CNEWnot heldVEQnot held
  • AAPL APPLE INCIn 1 of 4IVEnot heldGOAT5.1%CNEWnot heldVEQnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldGOAT4.9%CNEWnot heldVEQnot held
  • GOOGL ALPHABET INC-AIn 1 of 4IVEnot heldGOAT4.9%CNEWnot heldVEQnot held
  • ASML ASML HOLDING NVIn 3 of 4IVE3.2%GOAT3.1%CNEWnot heldVEQ4.1%

and 1,734 more companies the funds hold

How alike they are

Show the other 2

Keep going

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