IVE vs GOAT vs HVLU

  • IVE
  • GOAT
  • HVLU

IVE, GOAT and HVLU hold at least 844 companies between them. 25 are in every one of them, and IVE and HVLU are the most alike: 27% of each is the same companies.

Side by side

IVEGOATHVLU
FundiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.43%
Fund size$577.0m$56.0m$61.0m
Holdings694150249
1Y price return+2.5%−9.0%+31.6%
Distribution yield3.62%10.08%17.13%
Look-through coverage98.5%99.9%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • GOAT
  • HVLU
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldGOAT5.2%HVLUnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldGOAT5.1%HVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldGOAT4.9%HVLUnot held
  • GOOGL ALPHABET INC-AIn 1 of 3IVEnot heldGOAT4.9%HVLUnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVEnot heldGOAT3.2%HVLU4.9%

and 834 more companies the funds hold

How alike they are

Keep going

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