IVLU vs IVE

  • IVLU
  • IVE

IVLU and IVE hold at least 775 companies between them. 271 are in both, and 33% of each fund is the same companies.

In both · 33%IVLU only · 67%

Side by side

IVLUIVE
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.32%
Fund size$28.0m$577.0m
Holdings408694
1Y price return--+2.3%
Distribution yieldNot yet3.62%
Look-through coverage99.6%98.5%

Return, last year

change since the start
share of each fund
  • IVLU
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 2IVLU16.3%IVEnot held
  • ASML ASML HOLDING NVIn 1 of 2IVLUnot heldIVE3.2%
  • CSCO CISCO SYSTEMS INCIn 1 of 2IVLU3.1%IVEnot held
  • VZ VERIZON COMMUNICATIONS INCIn 1 of 2IVLU2.1%IVEnot held
  • T AT&T INCIn 1 of 2IVLU1.6%IVEnot held

and 765 more companies the funds hold

How alike they are

Keep going

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