IVE vs ETHI

  • IVE
  • ETHI

IVE and ETHI hold at least 793 companies between them. 61 are in both, and 16% of each fund is the same companies.

In both · 16%IVE only · 84%

Side by side

IVEETHI
FundiSharesBetaShares
Asset classInternational sharesInternational shares
Fee a year0.32%0.59%
Fund size$577.0m--
Holdings694212
1Y price return+2.5%+3.5%
Distribution yield3.62%1.77%
Look-through coverage98.5%99.8%

Return, last year

change since the start
share of each fund
  • IVE
  • ETHI
  • NVDA NVIDIA CORPIn 1 of 2IVEnot heldETHI4.4%
  • AAPL APPLE INCIn 1 of 2IVEnot heldETHI4.4%
  • V VISA INC-CLASS AIn 1 of 2IVEnot heldETHI4.1%
  • AVGO BROADCOM INCIn 1 of 2IVEnot heldETHI3.9%
  • MA MASTERCARD INC-AIn 1 of 2IVEnot heldETHI3.8%

and 783 more companies the funds hold

How alike they are

Keep going

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