IVLU vs IVE vs IMTM

  • IVLU
  • IVE
  • IMTM

IVLU, IVE and IMTM hold at least 897 companies between them. 102 are in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

IVLUIVEIMTM
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.25%
Fund size$28.0m$577.0m$16.0m
Holdings408694369
1Y price return--+2.5%--
Distribution yieldNot yet3.62%Not yet
Look-through coverage99.6%98.5%98.9%

Return, last year

change since the start
share of each fund
  • IVLU
  • IVE
  • IMTM
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%IVEnot heldIMTM5.5%
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 3IVLUnot heldIVEnot heldIMTM4.5%
  • ASML ASML HOLDING NVIn 2 of 3IVLUnot heldIVE3.2%IMTM2.7%
  • CSCO CISCO SYSTEMS INCIn 2 of 3IVLU3.1%IVEnot heldIMTM1.8%
  • INTC INTEL CORPORATIONIn 1 of 3IVLUnot heldIVEnot heldIMTM3.0%

and 887 more companies the funds hold

How alike they are

Keep going

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