IACT vs IJR vs IHVV

  • IACT
  • IJR
  • IHVV

IACT, IJR and IHVV hold at least 1,158 companies between them. None is in every one of them, and IACT and IHVV are the most alike: 68% of each is the same companies.

Side by side

IACTIJRIHVV
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.07%0.10%
Fund size$258.0m$836.0m$3.3b
Holdings267616540
1Y price return+11.4%+9.7%+11.2%
Distribution yield0.53%1.20%3.96%
Look-through coverage99.9%98.1%99.8%

Return, last year

change since the start
share of each fund
  • IACT
  • IJR
  • IHVV
  • NVDA NVIDIA CORPIn 2 of 3IACT8.4%IJRnot heldIHVV8.3%
  • AAPL APPLE INCIn 2 of 3IACT7.7%IJRnot heldIHVV7.3%
  • MSFT MICROSOFT CORPIn 2 of 3IACT4.9%IJRnot heldIHVV5.7%
  • AMZN AMAZON.COM INCIn 2 of 3IACT4.0%IJRnot heldIHVV3.7%
  • JPM JPMORGAN CHASE & COIn 2 of 3IACT3.3%IJRnot heldIHVV1.3%

and 1,148 more companies the funds hold

How alike they are

Keep going

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