IACT vs IVE vs IVV vs VISM

  • IACT
  • IVE
  • IVV
  • VISM

IACT, IVE, IVV and VISM hold at least 4,800 companies between them. None is in every one of them, and IACT and IVV are the most alike: 68% of each is the same companies.

Side by side

FundiSharesiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.32%0.04%0.32%
Fund size$258.0m$577.0m$11.9b$753.9m
Holdings2676945123715
1Y price return+11.4%+2.5%+8.6%+0.4%
Distribution yield0.53%3.62%1.00%8.17%
Look-through coverage99.9%98.5%99.7%99.2%

Return, last year

change since the start
share of each fund
  • IACT
  • IVE
  • IVV
  • VISM
  • NVDA NVIDIA CORPIn 2 of 4IACT8.4%IVEnot heldIVV8.3%VISMnot held
  • AAPL APPLE INCIn 2 of 4IACT7.7%IVEnot heldIVV7.2%VISMnot held
  • MSFT MICROSOFT CORPIn 2 of 4IACT4.9%IVEnot heldIVV5.7%VISMnot held
  • AMZN AMAZON.COM INCIn 2 of 4IACT4.0%IVEnot heldIVV3.7%VISMnot held
  • JPM JPMORGAN CHASE & COIn 2 of 4IACT3.3%IVEnot heldIVV1.3%VISMnot held

and 4,790 more companies the funds hold

How alike they are

Show the other 2

Keep going

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