IVLU vs IVHG vs IVE

  • IVLU
  • IVHG
  • IVE

IVLU, IVHG and IVE 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

IVLUIVHGIVE
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.28%0.32%
Fund size$28.0m$4.0m$577.0m
Holdings408439694
1Y price return----+2.3%
Distribution yieldNot yetNot yet3.62%
Look-through coverage99.6%99.5%98.5%

Return, last year

change since the start
share of each fund
  • IVLU
  • IVHG
  • IVE
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%IVHG16.3%IVEnot held
  • ASML ASML HOLDING NVIn 1 of 3IVLUnot heldIVHGnot heldIVE3.2%
  • CSCO CISCO SYSTEMS INCIn 2 of 3IVLU3.1%IVHG3.1%IVEnot held
  • VZ VERIZON COMMUNICATIONS INCIn 2 of 3IVLU2.1%IVHG2.1%IVEnot held
  • T AT&T INCIn 2 of 3IVLU1.6%IVHG1.6%IVEnot held

and 765 more companies the funds hold

How alike they are

Keep going

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