UYLD vs IVE

  • UYLD
  • IVE

UYLD and IVE hold at least 1,159 companies between them. None is in both, and 0% of each fund is the same companies.

In both · 0%UYLD only · 100%

Side by side

FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.60%0.32%
Fund size$13.9m$577.0m
Holdings504694
1Y price return−0.8%+2.3%
Distribution yield10.22%3.62%
Look-through coverage99.9%98.5%

Return, last year

change since the start
share of each fund
  • UYLD
  • IVE
  • NVDA NVIDIA CORPIn 1 of 2UYLD8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 2UYLD7.5%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 2UYLD5.7%IVEnot held
  • AMZN AMAZON.COM INCIn 1 of 2UYLD3.7%IVEnot held
  • ASML ASML HOLDING NVIn 1 of 2UYLDnot heldIVE3.2%

and 1,149 more companies the funds hold

How alike they are

Keep going

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