IVLU vs CNEW vs ETHI

  • IVLU
  • CNEW
  • ETHI

IVLU, CNEW and ETHI hold 654 companies between them. None is in every one of them, and IVLU and ETHI are the most alike: 12% of each is the same companies.

Side by side

IVLUCNEWETHI
FundiSharesVanEckBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.95%0.59%
Fund size$28.0m$81.0m--
Holdings408121212
1Y price return--−6.6%+3.5%
Distribution yieldNot yet0.77%1.77%
Look-through coverage99.6%99.9%99.8%

Return, last year

change since the start
share of each fund
  • IVLU
  • CNEW
  • ETHI
  • MU MICRON TECHNOLOGY INCIn 1 of 3IVLU16.3%CNEWnot heldETHInot held
  • NVDA NVIDIA CORPIn 1 of 3IVLUnot heldCNEWnot heldETHI4.4%
  • AAPL APPLE INCIn 1 of 3IVLUnot heldCNEWnot heldETHI4.4%
  • V VISA INC-CLASS AIn 1 of 3IVLUnot heldCNEWnot heldETHI4.1%
  • AVGO BROADCOM INCIn 1 of 3IVLUnot heldCNEWnot heldETHI3.9%

and 644 more companies the funds hold

How alike they are

Keep going

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