IVE vs GOAT vs EXUS

  • IVE
  • GOAT
  • EXUS

IVE, GOAT and EXUS hold at least 1,104 companies between them. 45 are in every one of them, and IVE and EXUS are the most alike: 76% of each is the same companies.

Side by side

IVEGOATEXUS
FundiSharesVanEckBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.14%
Fund size$577.0m$56.0m--
Holdings694150877
1Y price return+2.5%−9.0%+5.1%only priced since 2025-11-09
Distribution yield3.62%10.08%Not yet
Look-through coverage98.5%99.9%99.7%

Return, last year

change since the start
share of each fund
  • IVE
  • GOAT
  • EXUS
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldGOAT5.2%EXUSnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldGOAT5.1%EXUSnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldGOAT4.9%EXUSnot held
  • GOOGL ALPHABET INC-AIn 1 of 3IVEnot heldGOAT4.9%EXUSnot held
  • LLY ELI LILLY & COIn 1 of 3IVEnot heldGOAT3.3%EXUSnot held

and 1,094 more companies the funds hold

How alike they are

Keep going

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