IVE vs WRLD vs VEQ

  • IVE
  • WRLD
  • VEQ

IVE, WRLD and VEQ hold at least 2,149 companies between them. 262 are in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

IVEWRLDVEQ
FundiSharesBetaSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.54%0.35%
Fund size$577.0m--$539.2m
Holdings69411961227
1Y price return+2.5%+7.3%+0.6%
Distribution yield3.62%0.26%2.28%
Look-through coverage98.5%99.9%99.1%

Return, last year

change since the start
share of each fund
  • IVE
  • WRLD
  • VEQ
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldWRLD6.0%VEQnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldWRLD5.3%VEQnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldWRLD4.2%VEQnot held
  • ASML ASML HOLDING NVIn all 3IVE3.2%WRLD0.8%VEQ4.1%
  • AMZN AMAZON.COM INCIn 1 of 3IVEnot heldWRLD2.7%VEQnot held

and 2,139 more companies the funds hold

How alike they are

Keep going

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