IACT vs IVV vs IVE

  • IACT
  • IVV
  • IVE

IACT, IVV and IVE hold at least 1,211 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

IACTIVVIVE
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.04%0.32%
Fund size$258.0m$11.9b$577.0m
Holdings267512694
1Y price return+11.4%+8.6%+2.5%
Distribution yield0.53%1.00%3.62%
Look-through coverage99.9%99.7%98.5%

Return, last year

change since the start
share of each fund
  • IACT
  • IVV
  • IVE
  • NVDA NVIDIA CORPIn 2 of 3IACT8.4%IVV8.3%IVEnot held
  • AAPL APPLE INCIn 2 of 3IACT7.7%IVV7.2%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 3IACT4.9%IVV5.7%IVEnot held
  • AMZN AMAZON.COM INCIn 2 of 3IACT4.0%IVV3.7%IVEnot held
  • JPM JPMORGAN CHASE & COIn 2 of 3IACT3.3%IVV1.3%IVEnot held

and 1,201 more companies the funds hold

How alike they are

Keep going

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