HVLU vs IVE

  • HVLU
  • IVE

HVLU and IVE hold at least 753 companies between them. 151 are in both, and 27% of each fund is the same companies.

In both · 27%HVLU only · 73%

Side by side

FundVanEckiShares
Asset classInternational sharesInternational shares
Fee a year0.43%0.32%
Fund size$61.0m$577.0m
Holdings249694
1Y price return+30.8%+2.3%
Distribution yield17.13%3.62%
Look-through coverage100.0%98.5%

Return, last year

change since the start
share of each fund
  • HVLU
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 2HVLU4.9%IVEnot held
  • ASML ASML HOLDING NVIn 1 of 2HVLUnot heldIVE3.2%
  • CRM SALESFORCE INCIn 1 of 2HVLU2.9%IVEnot held
  • VZ VERIZON COMMUNICATIONS INCIn 1 of 2HVLU2.1%IVEnot held
  • 285A KIOXIA HOLDINGS CORPIn all 2HVLU2.1%IVE0.6%

and 743 more companies the funds hold

How alike they are

Keep going

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