IVE vs IVV vs VTS vs IACT

  • IVE
  • IVV
  • VTS
  • IACT

IVE, IVV, VTS and IACT hold at least 4,045 companies between them. None is in every one of them, and IVV and VTS are the most alike: 88% of each is the same companies.

Side by side

FundiSharesiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.03%0.45%
Fund size$577.0m$11.9b$6.3b$258.0m
Holdings6945123501267
1Y price return+2.5%+8.6%+8.2%+11.4%
Distribution yield3.62%1.00%1.04%0.53%
Look-through coverage98.5%99.7%99.7%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • VTS
  • IACT
  • NVDA NVIDIA CORPIn 3 of 4IVEnot heldIVV8.3%VTS6.9%IACT8.4%
  • AAPL APPLE INCIn 3 of 4IVEnot heldIVV7.2%VTS6.3%IACT7.7%
  • MSFT MICROSOFT CORPIn 3 of 4IVEnot heldIVV5.7%VTS5.1%IACT4.9%
  • AMZN AMAZON.COM INCIn 3 of 4IVEnot heldIVV3.7%VTS3.4%IACT4.0%
  • JPM JPMORGAN CHASE & COIn 3 of 4IVEnot heldIVV1.3%VTS1.3%IACT3.3%

and 4,035 more companies the funds hold

How alike they are

Show the other 2

Keep going

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