IVE vs HVLU vs IACT vs IVLU

  • IVE
  • HVLU
  • IACT
  • IVLU

IVE, HVLU, IACT and IVLU hold at least 992 companies between them. None is in every one of them, and HVLU and IVLU are the most alike: 71% of each is the same companies.

Side by side

IVEHVLUIACTIVLU
FundiSharesVanEckiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.43%0.45%0.25%
Fund size$577.0m$61.0m$258.0m$28.0m
Holdings694249267408
1Y price return+2.5%+31.6%+11.4%--
Distribution yield3.62%17.13%0.53%Not yet
Look-through coverage98.5%100.0%99.9%99.6%

Return, last year

change since the start
share of each fund
  • IVE
  • HVLU
  • IACT
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 3 of 4IVEnot heldHVLU4.9%IACT2.0%IVLU16.3%
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldHVLUnot heldIACT8.4%IVLUnot held
  • AAPL APPLE INCIn 1 of 4IVEnot heldHVLUnot heldIACT7.7%IVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldHVLUnot heldIACT4.9%IVLUnot held
  • AMZN AMAZON.COM INCIn 1 of 4IVEnot heldHVLUnot heldIACT4.0%IVLUnot held

and 982 more companies the funds hold

How alike they are

Show the other 2

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