IVE vs IVV vs IACT

  • IVE
  • IVV
  • IACT

IVE, IVV and IACT hold at least 1,211 companies between them. None is in every one of them, and IVV and IACT are the most alike: 68% of each is the same companies.

Side by side

IVEIVVIACT
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.45%
Fund size$577.0m$11.9b$258.0m
Holdings694512267
1Y price return+2.5%+8.6%+11.4%
Distribution yield3.62%1.00%0.53%
Look-through coverage98.5%99.7%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • IACT
  • NVDA NVIDIA CORPIn 2 of 3IVEnot heldIVV8.3%IACT8.4%
  • AAPL APPLE INCIn 2 of 3IVEnot heldIVV7.2%IACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 3IVEnot heldIVV5.7%IACT4.9%
  • AMZN AMAZON.COM INCIn 2 of 3IVEnot heldIVV3.7%IACT4.0%
  • JPM JPMORGAN CHASE & COIn 2 of 3IVEnot heldIVV1.3%IACT3.3%

and 1,201 more companies the funds hold

How alike they are

Keep going

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