IVE vs VGS

  • IVE
  • VGS

IVE and VGS hold at least 1,305 companies between them. 561 are in both, and 21% of each fund is the same companies.

In both · 21%IVE only · 79%

Side by side

IVEVGS
FundiSharesVanguard
Asset classInternational sharesInternational shares
Fee a year0.32%0.18%
Fund size$577.0m$14.6b
Holdings6941221
1Y price return+2.5%+7.5%
Distribution yield3.62%1.19%
Look-through coverage98.5%99.7%

Return, last year

change since the start
share of each fund
  • IVE
  • VGS
  • NVDA NVIDIA CORPIn 1 of 2IVEnot heldVGS5.6%
  • AAPL APPLE INCIn 1 of 2IVEnot heldVGS5.2%
  • MSFT MICROSOFT CORPIn 1 of 2IVEnot heldVGS4.0%
  • ASML ASML HOLDING NVIn all 2IVE3.2%VGS0.7%
  • AMZN AMAZON.COM INCIn 1 of 2IVEnot heldVGS2.8%

and 1,295 more companies the funds hold

How alike they are

Keep going

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