IVLU vs IVE vs IVV vs VISM

  • IVLU
  • IVE
  • IVV
  • VISM

IVLU, IVE, IVV and VISM hold at least 4,797 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

IVLUIVEIVVVISM
FundiSharesiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.04%0.32%
Fund size$28.0m$577.0m$11.9b$753.9m
Holdings4086945123715
1Y price return--+2.5%+8.6%+0.4%
Distribution yieldNot yet3.62%1.00%8.17%
Look-through coverage99.6%98.5%99.7%99.2%

Return, last year

change since the start
share of each fund
  • IVLU
  • IVE
  • IVV
  • VISM
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVLU16.3%IVEnot heldIVV1.8%VISMnot held
  • NVDA NVIDIA CORPIn 1 of 4IVLUnot heldIVEnot heldIVV8.3%VISMnot held
  • AAPL APPLE INCIn 1 of 4IVLUnot heldIVEnot heldIVV7.2%VISMnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVLUnot heldIVEnot heldIVV5.7%VISMnot held
  • AMZN AMAZON.COM INCIn 1 of 4IVLUnot heldIVEnot heldIVV3.7%VISMnot held

and 4,787 more companies the funds hold

How alike they are

Show the other 2

Keep going

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