IVE vs IACT vs IMTM

  • IVE
  • IACT
  • IMTM

IVE, IACT and IMTM hold at least 985 companies between them. 1 is in every one of them, and IVE and IMTM are the most alike: 30% of each is the same companies.

Side by side

FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.45%0.25%
Fund size$577.0m$258.0m$16.0m
Holdings694267369
1Y price return+2.5%+11.4%--
Distribution yield3.62%0.53%Not yet
Look-through coverage98.5%99.9%98.9%

Return, last year

change since the start
share of each fund
  • IVE
  • IACT
  • IMTM
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldIACT8.4%IMTMnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldIACT7.7%IMTMnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVEnot heldIACT2.0%IMTM5.5%
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldIACT4.9%IMTMnot held
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 3IVEnot heldIACT1.8%IMTM4.5%

and 975 more companies the funds hold

How alike they are

Keep going

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