VEQ vs WVOL vs IVE

  • VEQ
  • WVOL
  • IVE

VEQ, WVOL and IVE hold at least 1,780 companies between them. 68 are in every one of them, and VEQ and IVE are the most alike: 58% of each is the same companies.

Side by side

VEQWVOLIVE
FundVanguardiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.32%
Fund size$539.2m$75.0m$577.0m
Holdings1227430694
1Y price return+0.6%+3.7%+2.5%
Distribution yield2.28%2.08%3.63%
Look-through coverage99.1%99.3%98.5%

Return, last year

change since the start
share of each fund
  • VEQ
  • WVOL
  • IVE
  • ASML ASML HOLDING NVIn all 3VEQ4.1%WVOL0.7%IVE3.2%
  • HSBA HSBC HOLDINGS PLCIn 2 of 3VEQ2.2%WVOLnot heldIVE1.6%
  • ROP ROCHE HOLDING AGIn 2 of 3VEQ1.9%WVOLnot heldIVE1.4%
  • NOVN NOVARTIS AG-REGIn all 3VEQ1.8%WVOL0.5%IVE1.2%
  • NESN NESTLE SAIn all 3VEQ1.5%WVOL0.3%IVE1.1%

and 1,770 more companies the funds hold

How alike they are

Keep going

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