IVLU vs CNEW vs GOAT

  • IVLU
  • CNEW
  • GOAT

IVLU, CNEW and GOAT hold 613 companies between them. None is in every one of them, and IVLU and GOAT are the most alike: 18% of each is the same companies.

Side by side

IVLUCNEWGOAT
FundiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.95%0.55%
Fund size$28.0m$81.0m$56.0m
Holdings408121150
1Y price return--−6.9%−9.0%
Distribution yieldNot yet0.77%10.08%
Look-through coverage99.6%99.9%99.9%

Return, last year

change since the start
share of each fund
  • IVLU
  • CNEW
  • GOAT
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%CNEWnot heldGOAT3.2%
  • NVDA NVIDIA CORPIn 1 of 3IVLUnot heldCNEWnot heldGOAT5.2%
  • AAPL APPLE INCIn 1 of 3IVLUnot heldCNEWnot heldGOAT5.1%
  • MSFT MICROSOFT CORPIn 1 of 3IVLUnot heldCNEWnot heldGOAT4.9%
  • GOOGL ALPHABET INC-AIn 1 of 3IVLUnot heldCNEWnot heldGOAT4.9%

and 603 more companies the funds hold

How alike they are

Keep going

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