IHWL vs IVE

  • IHWL
  • IVE

IHWL and IVE hold at least 938 companies between them. 311 are in both, and 22% of each fund is the same companies.

In both · 22%IHWL only · 78%

Side by side

IHWLIVE
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.12%0.32%
Fund size$879.0m$577.0m
Holdings791694
1Y price return+10.2%+2.5%
Distribution yield5.47%3.63%
Look-through coverage99.5%98.5%

Return, last year

change since the start
share of each fund
  • IHWL
  • IVE
  • NVDA NVIDIA CORPIn 1 of 2IHWL11.6%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 2IHWL8.0%IVEnot held
  • GOOGL ALPHABET INC-AIn 1 of 2IHWL4.4%IVEnot held
  • GOOG ALPHABET INC-CIn 1 of 2IHWL3.5%IVEnot held
  • ASML ASML HOLDING NVIn all 2IHWL1.6%IVE3.2%

and 928 more companies the funds hold

How alike they are

Keep going

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