IACT vs IVLU vs IVE

  • IACT
  • IVLU
  • IVE

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

Side by side

IACTIVLUIVE
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.25%0.32%
Fund size$258.0m$28.0m$577.0m
Holdings267408694
1Y price return+11.4%--+2.5%
Distribution yield0.53%Not yet3.62%
Look-through coverage99.9%99.6%98.5%

Return, last year

change since the start
share of each fund
  • IACT
  • IVLU
  • IVE
  • MU MICRON TECHNOLOGY INCIn 2 of 3IACT2.0%IVLU16.3%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 3IACT8.4%IVLUnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%IVLUnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3IACT4.9%IVLUnot heldIVEnot held
  • AMZN AMAZON.COM INCIn 1 of 3IACT4.0%IVLUnot heldIVEnot held

and 978 more companies the funds hold

How alike they are

Keep going

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