IHQL vs IVE

  • IHQL
  • IVE

IHQL and IVE hold at least 812 companies between them. 133 are in both, and 21% of each fund is the same companies.

In both · 21%IHQL only · 79%

Side by side

IHQLIVE
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.28%0.32%
Fund size$2.0m$577.0m
Holdings338694
1Y price return--+2.5%
Distribution yieldNot yet3.62%
Look-through coverage99.2%98.5%

Return, last year

change since the start
share of each fund
  • IHQL
  • IVE
  • META META PLATFORMS INCIn 1 of 2IHQL5.8%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 2IHQL5.7%IVEnot held
  • AAPL APPLE INCIn 1 of 2IHQL5.2%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 2IHQL4.8%IVEnot held
  • LLY ELI LILLY & COIn 1 of 2IHQL4.0%IVEnot held

and 802 more companies the funds hold

How alike they are

Keep going

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