IMTM vs IVE

  • IMTM
  • IVE

IMTM and IVE hold at least 811 companies between them. 191 are in both, and 30% of each fund is the same companies.

In both · 30%IMTM only · 70%

Side by side

IMTMIVE
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.32%
Fund size$16.0m$577.0m
Holdings369694
1Y price return--+2.5%
Distribution yieldNot yet3.62%
Look-through coverage98.9%98.5%

Return, last year

change since the start
share of each fund
  • IMTM
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 2IMTM5.5%IVEnot held
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 2IMTM4.5%IVEnot held
  • ASML ASML HOLDING NVIn all 2IMTM2.7%IVE3.2%
  • INTC INTEL CORPORATIONIn 1 of 2IMTM3.0%IVEnot held
  • GOOGL ALPHABET INC-AIn 1 of 2IMTM2.6%IVEnot held

and 801 more companies the funds hold

How alike they are

Keep going

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