IVE vs GWTH

  • IVE
  • GWTH

IVE and GWTH hold at least 714 companies between them. 31 are in both, and 10% of each fund is the same companies.

In both · 10%IVE only · 90%

Side by side

IVEGWTH
FundiSharesVanEck
Asset classInternational sharesInternational shares
Fee a year0.32%0.40%
Fund size$577.0m$14.0m
Holdings69490
1Y price return+2.5%+1.2%
Distribution yield3.63%3.37%one payment in the year
Look-through coverage98.5%98.9%

Return, last year

change since the start
share of each fund
  • IVE
  • GWTH
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 2IVEnot heldGWTH6.3%
  • MU MICRON TECHNOLOGY INCIn 1 of 2IVEnot heldGWTH5.5%
  • ASML ASML HOLDING NVIn all 2IVE3.2%GWTH5.0%
  • LLY ELI LILLY & COIn 1 of 2IVEnot heldGWTH4.5%
  • GE GE AEROSPACEIn 1 of 2IVEnot heldGWTH4.2%

and 704 more companies the funds hold

How alike they are

Keep going

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