IVLU vs WVOL vs EMXC

  • IVLU
  • WVOL
  • EMXC

IVLU, WVOL and EMXC hold at least 1,274 companies between them. None is in every one of them, and IVLU and WVOL are the most alike: 18% of each is the same companies.

Side by side

IVLUWVOLEMXC
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.25%0.25%
Fund size$28.0m$75.0m$375.0m
Holdings408430649
1Y price return--+3.7%+34.5%
Distribution yieldNot yet2.09%1.33%
Look-through coverage99.6%99.3%99.4%

Return, last year

change since the start
share of each fund
  • IVLU
  • WVOL
  • EMXC
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IVLUnot heldWVOLnot heldEMXC19.3%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%WVOL0.2%EMXCnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3IVLUnot heldWVOLnot heldEMXC9.5%
  • 000660 SK HYNIX INCIn 1 of 3IVLUnot heldWVOLnot heldEMXC7.3%
  • CSCO CISCO SYSTEMS INCIn 2 of 3IVLU3.1%WVOL0.8%EMXCnot held

and 1,264 more companies the funds hold

How alike they are

Keep going

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