ESGI vs ESTX vs IVE vs VISM

  • ESGI
  • ESTX
  • IVE
  • VISM

ESGI, ESTX, IVE and VISM hold at least 4,388 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

ESGIESTXIVEVISM
FundVanEckGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.35%0.32%0.32%
Fund size$217.0m$435.7m$577.0m$753.9m
Holdings139506943715
1Y price return+3.8%−5.1%+2.5%+0.4%
Distribution yield2.68%7.51%3.62%8.17%
Look-through coverage98.8%100.0%98.5%99.2%

Return, last year

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

and 4,378 more companies the funds hold

How alike they are

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