IVE vs IHWL

  • IVE
  • IHWL

IVE and IHWL hold at least 938 companies between them. 311 are in both, and 22% of each fund is the same companies.

In both · 22%IVE only · 78%

Side by side

IVEIHWL
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.32%0.12%
Fund size$577.0m$879.0m
Holdings694791
1Y price return+2.5%+10.2%
Distribution yield3.62%5.46%
Look-through coverage98.5%99.5%

Return, last year

change since the start
share of each fund
  • IVE
  • IHWL
  • NVDA NVIDIA CORPIn 1 of 2IVEnot heldIHWL11.6%
  • MSFT MICROSOFT CORPIn 1 of 2IVEnot heldIHWL8.0%
  • GOOGL ALPHABET INC-AIn 1 of 2IVEnot heldIHWL4.4%
  • GOOG ALPHABET INC-CIn 1 of 2IVEnot heldIHWL3.5%
  • ASML ASML HOLDING NVIn all 2IVE3.2%IHWL1.6%

and 928 more companies the funds hold

How alike they are

Keep going

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