IVLU vs ETHI vs CNEW

  • IVLU
  • ETHI
  • CNEW

IVLU, ETHI and CNEW 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

IVLUETHICNEW
FundiSharesBetaSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.59%0.95%
Fund size$28.0m--$81.0m
Holdings408212121
1Y price return--+3.5%−6.9%
Distribution yieldNot yet1.77%0.77%
Look-through coverage99.6%99.8%99.9%

Return, last year

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

and 644 more companies the funds hold

How alike they are

Keep going

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