IVE vs QLTY vs VISM vs IIND

  • IVE
  • QLTY
  • VISM
  • IIND

IVE, QLTY, VISM and IIND hold at least 4,430 companies between them. None is in every one of them, and IVE and QLTY are the most alike: 12% of each is the same companies.

Side by side

IVEQLTYVISMIIND
FundiSharesBetaSharesVanguardBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.32%0.80%
Fund size$577.0m--$753.9m$178.0m
Holdings694163371532
1Y price return+2.5%+3.9%+0.4%−20.6%
Distribution yield3.62%3.24%8.17%0.88%
Look-through coverage98.5%99.9%99.2%99.6%

Return, last year

change since the start
share of each fund
  • IVE
  • QLTY
  • VISM
  • IIND
  • META META PLATFORMS INCIn 1 of 4IVEnot heldQLTY5.6%VISMnot heldIINDnot held
  • ASML ASML HOLDING NVIn 2 of 4IVE3.2%QLTY5.2%VISMnot heldIINDnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldQLTY5.1%VISMnot heldIINDnot held
  • GOOG ALPHABET INC-CIn 1 of 4IVEnot heldQLTY5.0%VISMnot heldIINDnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4IVEnot heldQLTY4.9%VISMnot heldIINDnot held

and 4,420 more companies the funds hold

How alike they are

Show the other 2

Keep going

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