IVLU vs IVE vs IVHG

  • IVLU
  • IVE
  • IVHG

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

Side by side

IVLUIVEIVHG
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.28%
Fund size$28.0m$577.0m$4.0m
Holdings408694439
1Y price return--+2.5%--
Distribution yieldNot yet3.62%Not yet
Look-through coverage99.6%98.5%99.5%

Return, last year

change since the start
share of each fund
  • IVLU
  • IVE
  • IVHG
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%IVEnot heldIVHG16.3%
  • ASML ASML HOLDING NVIn 1 of 3IVLUnot heldIVE3.2%IVHGnot held
  • CSCO CISCO SYSTEMS INCIn 2 of 3IVLU3.1%IVEnot heldIVHG3.1%
  • VZ VERIZON COMMUNICATIONS INCIn 2 of 3IVLU2.1%IVEnot heldIVHG2.1%
  • T AT&T INCIn 2 of 3IVLU1.6%IVEnot heldIVHG1.6%

and 765 more companies the funds hold

How alike they are

Keep going

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