IVE vs IVV vs HVLU

  • IVE
  • IVV
  • HVLU

IVE, IVV and HVLU hold at least 1,181 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

FundiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.43%
Fund size$577.0m$11.9b$61.0m
Holdings694512249
1Y price return+2.5%+8.6%+31.6%
Distribution yield3.62%1.00%17.13%
Look-through coverage98.5%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • HVLU
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldIVV8.3%HVLUnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldIVV7.2%HVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldIVV5.7%HVLUnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVEnot heldIVV1.8%HVLU4.9%
  • AMZN AMAZON.COM INCIn 1 of 3IVEnot heldIVV3.7%HVLUnot held

and 1,171 more companies the funds hold

How alike they are

Keep going

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