IAA vs IVV vs VGE

  • IAA
  • IVV
  • VGE

IAA, IVV and VGE hold 5,441 companies between them. None is in every one of them, and IAA and VGE are the most alike: 33% of each is the same companies.

Side by side

IAAIVVVGE
FundiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.29%0.04%0.48%
Fund size$1.3b$11.9b$1.7b
Holdings655126347
1Y price return+38.1%+9.0%+1.8%
Distribution yield1.45%1.00%1.44%
Look-through coverage99.5%99.7%99.4%

Return, last year

change since the start
share of each fund
  • IAA
  • IVV
  • VGE
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 2 of 3IAA28.0%IVVnot heldVGE15.4%
  • 005930 Samsung Electronics Co LtdIn 1 of 3IAA13.7%IVVnot heldVGEnot held
  • 000660 SK HYNIX INCIn 1 of 3IAA11.4%IVVnot heldVGEnot held
  • NVDA NVIDIA CORPIn 1 of 3IAAnot heldIVV8.3%VGEnot held
  • AAPL APPLE INCIn 1 of 3IAAnot heldIVV7.2%VGEnot held

and 5,431 more companies the funds hold

How alike they are

Keep going

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