IVE vs HVLU vs IVV

  • IVE
  • HVLU
  • IVV

IVE, HVLU and IVV hold at least 1,181 companies between them. None is in every one of them, and IVE and HVLU are the most alike: 27% of each is the same companies.

Side by side

IVEHVLUIVV
FundiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.43%0.04%
Fund size$577.0m$61.0m$11.9b
Holdings694249512
1Y price return+2.5%+31.6%+8.6%
Distribution yield3.62%17.13%1.00%
Look-through coverage98.5%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IVE
  • HVLU
  • IVV
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldHVLUnot heldIVV8.3%
  • AAPL APPLE INCIn 1 of 3IVEnot heldHVLUnot heldIVV7.2%
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldHVLUnot heldIVV5.7%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVEnot heldHVLU4.9%IVV1.8%
  • AMZN AMAZON.COM INCIn 1 of 3IVEnot heldHVLUnot heldIVV3.7%

and 1,171 more companies the funds hold

How alike they are

Keep going

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