IACT vs IVE vs IJP

  • IACT
  • IVE
  • IJP

IACT, IVE and IJP hold at least 912 companies between them. None is in every one of them, and IVE and IJP are the most alike: 24% of each is the same companies.

Side by side

FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.32%0.50%
Fund size$258.0m$577.0m$1.4b
Holdings267694174
1Y price return+11.4%+2.5%+12.3%
Distribution yield0.53%3.62%4.86%
Look-through coverage99.9%98.5%99.1%

Return, last year

change since the start
share of each fund
  • IACT
  • IVE
  • IJP
  • NVDA NVIDIA CORPIn 1 of 3IACT8.4%IVEnot heldIJPnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%IVEnot heldIJPnot held
  • MSFT MICROSOFT CORPIn 1 of 3IACT4.9%IVEnot heldIJPnot held
  • 8306 Mitsubishi Ufj Financial Group IncIn 2 of 3IACTnot heldIVE1.1%IJP4.6%
  • AMZN AMAZON.COM INCIn 1 of 3IACT4.0%IVEnot heldIJPnot held

and 902 more companies the funds hold

How alike they are

Keep going

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