IVE vs IACT vs IVLU vs IIND

  • IVE
  • IACT
  • IVLU
  • IIND

IVE, IACT, IVLU and IIND hold at least 1,018 companies between them. None is in every one of them, and IVE and IVLU are the most alike: 33% of each is the same companies.

Side by side

IVEIACTIVLUIIND
FundiSharesiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.45%0.25%0.80%
Fund size$577.0m$258.0m$28.0m$178.0m
Holdings69426740832
1Y price return+2.5%+11.4%--−20.6%
Distribution yield3.62%0.53%Not yet0.88%
Look-through coverage98.5%99.9%99.6%99.6%

Return, last year

change since the start
share of each fund
  • IVE
  • IACT
  • IVLU
  • IIND
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVEnot heldIACT2.0%IVLU16.3%IINDnot held
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldIACT8.4%IVLUnot heldIINDnot held
  • AAPL APPLE INCIn 1 of 4IVEnot heldIACT7.7%IVLUnot heldIINDnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldIACT4.9%IVLUnot heldIINDnot held
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 4IVEnot heldIACTnot heldIVLUnot heldIIND4.3%

and 1,008 more companies the funds hold

How alike they are

Show the other 2

Keep going

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