WVOL vs IVE vs IACT

  • WVOL
  • IVE
  • IACT

WVOL, IVE and IACT hold at least 1,031 companies between them. None is in every one of them, and WVOL and IACT are the most alike: 27% of each is the same companies.

Side by side

WVOLIVEIACT
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.45%
Fund size$75.0m$577.0m$258.0m
Holdings430694267
1Y price return+3.7%+2.5%+11.4%
Distribution yield2.09%3.62%0.53%
Look-through coverage99.3%98.5%99.9%

Return, last year

change since the start
share of each fund
  • WVOL
  • IVE
  • IACT
  • NVDA NVIDIA CORPIn 2 of 3WVOL0.8%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 2 of 3WVOL0.6%IVEnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 3WVOL1.0%IVEnot heldIACT4.9%
  • AMZN AMAZON.COM INCIn 2 of 3WVOL0.1%IVEnot heldIACT4.0%
  • JPM JPMORGAN CHASE & COIn 1 of 3WVOLnot heldIVEnot heldIACT3.3%

and 1,021 more companies the funds hold

How alike they are

Keep going

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