IVLU vs IACT vs WVOL

  • IVLU
  • IACT
  • WVOL

IVLU, IACT and WVOL hold 781 companies between them. 24 are in every one of them, and IACT and WVOL are the most alike: 27% of each is the same companies.

Side by side

IVLUIACTWVOL
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.45%0.25%
Fund size$28.0m$258.0m$75.0m
Holdings408267430
1Y price return--+11.4%+3.7%
Distribution yieldNot yet0.53%2.09%
Look-through coverage99.6%99.9%99.3%

Return, last year

change since the start
share of each fund
  • IVLU
  • IACT
  • WVOL
  • MU MICRON TECHNOLOGY INCIn all 3IVLU16.3%IACT2.0%WVOL0.2%
  • NVDA NVIDIA CORPIn 2 of 3IVLUnot heldIACT8.4%WVOL0.8%
  • AAPL APPLE INCIn 2 of 3IVLUnot heldIACT7.7%WVOL0.6%
  • MSFT MICROSOFT CORPIn 2 of 3IVLUnot heldIACT4.9%WVOL1.0%
  • AMZN AMAZON.COM INCIn 2 of 3IVLUnot heldIACT4.0%WVOL0.1%

and 771 more companies the funds hold

How alike they are

Keep going

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