IVE vs IVV vs IVLU vs HVLU

  • IVE
  • IVV
  • IVLU
  • HVLU

IVE, IVV, IVLU and HVLU hold at least 1,189 companies between them. None is in every one of them, and IVLU and HVLU are the most alike: 71% of each is the same companies.

Side by side

IVEIVVIVLUHVLU
FundiSharesiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.25%0.43%
Fund size$577.0m$11.9b$28.0m$61.0m
Holdings694512408249
1Y price return+2.5%+8.6%--+31.6%
Distribution yield3.62%1.00%Not yet17.13%
Look-through coverage98.5%99.7%99.6%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • IVLU
  • HVLU
  • MU MICRON TECHNOLOGY INCIn 3 of 4IVEnot heldIVV1.8%IVLU16.3%HVLU4.9%
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldIVV8.3%IVLUnot heldHVLUnot held
  • AAPL APPLE INCIn 1 of 4IVEnot heldIVV7.2%IVLUnot heldHVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldIVV5.7%IVLUnot heldHVLUnot held
  • AMZN AMAZON.COM INCIn 1 of 4IVEnot heldIVV3.7%IVLUnot heldHVLUnot held

and 1,179 more companies the funds hold

How alike they are

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