ESGI vs CETF vs ESTX vs IVE

  • ESGI
  • CETF
  • ESTX
  • IVE

ESGI, CETF, ESTX and IVE hold at least 766 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESGICETFESTXIVE
FundVanEckVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.60%0.35%0.32%
Fund size$217.0m$36.0m$435.7m$577.0m
Holdings1395150694
1Y price return+3.8%−8.6%−5.1%+2.5%
Distribution yield2.69%2.04%7.54%3.63%
Look-through coverage98.8%100.0%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESGI
  • CETF
  • ESTX
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESGI5.8%CETFnot heldESTX10.4%IVE3.2%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESGInot heldCETF7.9%ESTXnot heldIVEnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4ESGInot heldCETF6.4%ESTXnot heldIVEnot held
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%CETFnot heldESTXnot heldIVEnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4ESGI5.6%CETFnot heldESTXnot heldIVEnot held

and 756 more companies the funds hold

How alike they are

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