IVE vs IVV vs IVLU vs CNEW

  • IVE
  • IVV
  • IVLU
  • CNEW

IVE, IVV, IVLU and CNEW hold at least 1,305 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

IVEIVVIVLUCNEW
FundiSharesiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.25%0.95%
Fund size$577.0m$11.9b$28.0m$81.0m
Holdings694512408121
1Y price return+2.3%+9.0%--−6.6%
Distribution yield3.62%1.00%Not yet0.77%
Look-through coverage98.5%99.7%99.6%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • IVLU
  • CNEW
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVEnot heldIVV1.8%IVLU16.3%CNEWnot held
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldIVV8.3%IVLUnot heldCNEWnot held
  • AAPL APPLE INCIn 1 of 4IVEnot heldIVV7.2%IVLUnot heldCNEWnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldIVV5.7%IVLUnot heldCNEWnot held
  • AMZN AMAZON.COM INCIn 1 of 4IVEnot heldIVV3.7%IVLUnot heldCNEWnot held

and 1,295 more companies the funds hold

How alike they are

Show the other 2

Keep going

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