IVE vs CNEW vs HVLU vs IACT

  • IVE
  • CNEW
  • HVLU
  • IACT

IVE, CNEW, HVLU and IACT hold 1,095 companies between them. None is in every one of them, and IVE and HVLU are the most alike: 27% of each is the same companies.

Side by side

IVECNEWHVLUIACT
FundiSharesVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.95%0.43%0.45%
Fund size$577.0m$81.0m$61.0m$258.0m
Holdings694121249267
1Y price return+2.5%−6.9%+31.6%+11.4%
Distribution yield3.62%0.77%17.13%0.53%
Look-through coverage98.5%99.9%100.0%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • CNEW
  • HVLU
  • IACT
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldCNEWnot heldHVLUnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4IVEnot heldCNEWnot heldHVLUnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldCNEWnot heldHVLUnot heldIACT4.9%
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVEnot heldCNEWnot heldHVLU4.9%IACT2.0%
  • AMZN AMAZON.COM INCIn 1 of 4IVEnot heldCNEWnot heldHVLUnot heldIACT4.0%

and 1,085 more companies the funds hold

How alike they are

Show the other 2

Keep going

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