HVLU vs IACT vs IVE

  • HVLU
  • IACT
  • IVE

HVLU, IACT and IVE hold at least 975 companies between them. None is in every one of them, and HVLU and IVE are the most alike: 27% of each is the same companies.

Side by side

HVLUIACTIVE
FundVanEckiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.43%0.45%0.32%
Fund size$61.0m$258.0m$577.0m
Holdings249267694
1Y price return+30.8%+11.4%+2.3%
Distribution yield17.13%0.53%3.62%
Look-through coverage100.0%99.9%98.5%

Return, last year

change since the start
share of each fund
  • HVLU
  • IACT
  • IVE
  • NVDA NVIDIA CORPIn 1 of 3HVLUnot heldIACT8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 3HVLUnot heldIACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3HVLUnot heldIACT4.9%IVEnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3HVLU4.9%IACT2.0%IVEnot held
  • AMZN AMAZON.COM INCIn 1 of 3HVLUnot heldIACT4.0%IVEnot held

and 965 more companies the funds hold

How alike they are

Keep going

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