IVE vs IVV vs IVLU

  • IVE
  • IVV
  • IVLU

IVE, IVV and IVLU hold at least 1,185 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

IVEIVVIVLU
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.25%
Fund size$577.0m$11.9b$28.0m
Holdings694512408
1Y price return+2.3%+9.0%--
Distribution yield3.62%1.00%Not yet
Look-through coverage98.5%99.7%99.6%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVEnot heldIVV1.8%IVLU16.3%
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldIVV8.3%IVLUnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldIVV7.2%IVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldIVV5.7%IVLUnot held
  • AMZN AMAZON.COM INCIn 1 of 3IVEnot heldIVV3.7%IVLUnot held

and 1,175 more companies the funds hold

How alike they are

Keep going

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