IVHG vs IVE vs IVLU

  • IVHG
  • IVE
  • IVLU

IVHG, IVE and IVLU hold at least 775 companies between them. 271 are in every one of them, and IVHG and IVLU are the most alike: 99% of each is the same companies.

Side by side

IVHGIVEIVLU
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.32%0.25%
Fund size$4.0m$577.0m$28.0m
Holdings439694408
1Y price return--+2.5%--
Distribution yieldNot yet3.62%Not yet
Look-through coverage99.5%98.5%99.6%

Return, last year

change since the start
share of each fund
  • IVHG
  • IVE
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVHG16.3%IVEnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 1 of 3IVHGnot heldIVE3.2%IVLUnot held
  • CSCO CISCO SYSTEMS INCIn 2 of 3IVHG3.1%IVEnot heldIVLU3.1%
  • VZ VERIZON COMMUNICATIONS INCIn 2 of 3IVHG2.1%IVEnot heldIVLU2.1%
  • T AT&T INCIn 2 of 3IVHG1.6%IVEnot heldIVLU1.6%

and 765 more companies the funds hold

How alike they are

Keep going

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