IVLU vs EMXC vs WVOL

  • IVLU
  • EMXC
  • WVOL

IVLU, EMXC and WVOL hold at least 1,274 companies between them. None is in every one of them, and IVLU and WVOL are the most alike: 18% of each is the same companies.

Side by side

IVLUEMXCWVOL
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.25%0.25%
Fund size$28.0m$375.0m$75.0m
Holdings408649430
1Y price return--+34.5%+3.7%
Distribution yieldNot yet1.33%2.09%
Look-through coverage99.6%99.4%99.3%

Return, last year

change since the start
share of each fund
  • IVLU
  • EMXC
  • WVOL
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IVLUnot heldEMXC19.3%WVOLnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%EMXCnot heldWVOL0.2%
  • 005930 Samsung Electronics Co LtdIn 1 of 3IVLUnot heldEMXC9.5%WVOLnot held
  • 000660 SK HYNIX INCIn 1 of 3IVLUnot heldEMXC7.3%WVOLnot held
  • CSCO CISCO SYSTEMS INCIn 2 of 3IVLU3.1%EMXCnot heldWVOL0.8%

and 1,264 more companies the funds hold

How alike they are

Keep going

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