WRLD vs IVE vs IIND

  • WRLD
  • IVE
  • IIND

WRLD, IVE and IIND hold at least 1,383 companies between them. None is in every one of them, and WRLD and IVE are the most alike: 21% of each is the same companies.

Side by side

WRLDIVEIIND
FundBetaSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.54%0.32%0.80%
Fund size--$577.0m$178.0m
Holdings119669432
1Y price return+7.3%+2.5%−20.6%
Distribution yield0.26%3.62%0.88%
Look-through coverage99.9%98.5%99.6%

Return, last year

change since the start
share of each fund
  • WRLD
  • IVE
  • IIND
  • NVDA NVIDIA CORPIn 1 of 3WRLD6.0%IVEnot heldIINDnot held
  • AAPL APPLE INCIn 1 of 3WRLD5.3%IVEnot heldIINDnot held
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 3WRLDnot heldIVEnot heldIIND4.3%
  • MSFT MICROSOFT CORPIn 1 of 3WRLD4.2%IVEnot heldIINDnot held
  • MM Mahindra & Mahindra LtdIn 1 of 3WRLDnot heldIVEnot heldIIND4.2%

and 1,373 more companies the funds hold

How alike they are

Keep going

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