IVE vs IMTM

  • IVE
  • IMTM

IVE and IMTM hold at least 811 companies between them. 191 are in both, and 30% of each fund is the same companies.

In both · 30%IVE only · 70%

Side by side

IVEIMTM
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.32%0.25%
Fund size$577.0m$16.0m
Holdings694369
1Y price return+2.5%--
Distribution yield3.62%Not yet
Look-through coverage98.5%98.9%

Return, last year

change since the start
share of each fund
  • IVE
  • IMTM
  • MU MICRON TECHNOLOGY INCIn 1 of 2IVEnot heldIMTM5.5%
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 2IVEnot heldIMTM4.5%
  • ASML ASML HOLDING NVIn all 2IVE3.2%IMTM2.7%
  • INTC INTEL CORPORATIONIn 1 of 2IVEnot heldIMTM3.0%
  • GOOGL ALPHABET INC-AIn 1 of 2IVEnot heldIMTM2.6%

and 801 more companies the funds hold

How alike they are

Keep going

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