IVE vs IACT vs CETF vs HVLU

  • IVE
  • IACT
  • CETF
  • HVLU

IVE, IACT, CETF and HVLU hold 1,025 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

IVEIACTCETFHVLU
FundiSharesiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.45%0.60%0.43%
Fund size$577.0m$258.0m$36.0m$61.0m
Holdings69426751249
1Y price return+2.5%+11.4%−8.6%+31.6%
Distribution yield3.63%0.53%2.04%17.17%
Look-through coverage98.5%99.9%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • IACT
  • CETF
  • HVLU
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldIACT8.4%CETFnot heldHVLUnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4IVEnot heldIACTnot heldCETF7.9%HVLUnot held
  • AAPL APPLE INCIn 1 of 4IVEnot heldIACT7.7%CETFnot heldHVLUnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4IVEnot heldIACTnot heldCETF6.4%HVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldIACT4.9%CETFnot heldHVLUnot held

and 1,015 more companies the funds hold

How alike they are

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