WVOL vs IVE

  • WVOL
  • IVE

WVOL and IVE hold at least 915 companies between them. 152 are in both, and 19% of each fund is the same companies.

In both · 19%WVOL only · 81%

Side by side

WVOLIVE
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.32%
Fund size$75.0m$577.0m
Holdings430694
1Y price return+3.7%+2.5%
Distribution yield2.09%3.62%
Look-through coverage99.3%98.5%

Return, last year

change since the start
share of each fund
  • WVOL
  • IVE
  • ASML ASML HOLDING NVIn all 2WVOL0.7%IVE3.2%
  • HSBA HSBC HOLDINGS PLCIn 1 of 2WVOLnot heldIVE1.6%
  • ROP ROCHE HOLDING AGIn 1 of 2WVOLnot heldIVE1.4%
  • KO COCA-COLA CO/THEIn 1 of 2WVOL1.3%IVEnot held
  • XOM EXXON MOBIL CORPIn 1 of 2WVOL1.3%IVEnot held

and 905 more companies the funds hold

How alike they are

Keep going

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