ESGI vs ESTX vs IVE

  • ESGI
  • ESTX
  • IVE

ESGI, ESTX and IVE hold at least 716 companies between them. 4 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESGIESTXIVE
FundVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.35%0.32%
Fund size$217.0m$435.7m$577.0m
Holdings13950694
1Y price return+3.8%−5.1%+2.5%
Distribution yield2.68%7.51%3.62%
Look-through coverage98.8%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESGI
  • ESTX
  • IVE
  • ASML ASML HOLDING NVIn all 3ESGI5.8%ESTX10.4%IVE3.2%
  • AMAT APPLIED MATERIALS INCIn 1 of 3ESGI5.8%ESTXnot heldIVEnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3ESGI5.6%ESTXnot heldIVEnot held
  • SIE SIEMENS AG-REGIn 2 of 3ESGInot heldESTX4.5%IVE1.1%
  • SAN BANCO SANTANDER SAIn 2 of 3ESGInot heldESTX4.2%IVE0.9%

and 706 more companies the funds hold

How alike they are

Keep going

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