IACT vs IVE vs IVLU

  • IACT
  • IVE
  • IVLU

IACT, IVE and IVLU hold at least 988 companies between them. None is in every one of them, and IVE and IVLU are the most alike: 33% of each is the same companies.

Side by side

IACTIVEIVLU
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.32%0.25%
Fund size$258.0m$577.0m$28.0m
Holdings267694408
1Y price return+11.4%+2.5%--
Distribution yield0.53%3.62%Not yet
Look-through coverage99.9%98.5%99.6%

Return, last year

change since the start
share of each fund
  • IACT
  • IVE
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 3IACT2.0%IVEnot heldIVLU16.3%
  • NVDA NVIDIA CORPIn 1 of 3IACT8.4%IVEnot heldIVLUnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%IVEnot heldIVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 3IACT4.9%IVEnot heldIVLUnot held
  • AMZN AMAZON.COM INCIn 1 of 3IACT4.0%IVEnot heldIVLUnot held

and 978 more companies the funds hold

How alike they are

Keep going

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