IVE vs ESGI vs IIND

  • IVE
  • ESGI
  • IIND

IVE, ESGI and IIND hold at least 745 companies between them. None is in every one of them, and IVE and ESGI are the most alike: 12% of each is the same companies.

Side by side

IVEESGIIIND
FundiSharesVanEckBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.80%
Fund size$577.0m$217.0m$178.0m
Holdings69413932
1Y price return+2.5%+3.8%−20.6%
Distribution yield3.62%2.68%0.88%
Look-through coverage98.5%98.8%99.6%

Return, last year

change since the start
share of each fund
  • IVE
  • ESGI
  • IIND
  • AMAT APPLIED MATERIALS INCIn 1 of 3IVEnot heldESGI5.8%IINDnot held
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%ESGI5.8%IINDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3IVEnot heldESGI5.6%IINDnot held
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 3IVEnot heldESGInot heldIIND4.3%
  • MM Mahindra & Mahindra LtdIn 1 of 3IVEnot heldESGInot heldIIND4.2%

and 735 more companies the funds hold

How alike they are

Keep going

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