ESGI vs IVE

  • ESGI
  • IVE

ESGI and IVE hold at least 715 companies between them. 79 are in both, and 12% of each fund is the same companies.

In both · 12%ESGI only · 88%

Side by side

ESGIIVE
FundVanEckiShares
Asset classInternational sharesInternational shares
Fee a year0.55%0.32%
Fund size$217.0m$577.0m
Holdings139694
1Y price return+3.9%+2.3%
Distribution yield2.68%3.62%
Look-through coverage98.8%98.5%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVE
  • AMAT APPLIED MATERIALS INCIn 1 of 2ESGI5.8%IVEnot held
  • ASML ASML HOLDING NVIn all 2ESGI5.8%IVE3.2%
  • PANW PALO ALTO NETWORKS INCIn 1 of 2ESGI5.6%IVEnot held
  • 8316 SUMITOMO MITSUI FINANCIAL GROUPIn all 2ESGI2.7%IVE0.7%
  • 9984 SOFTBANK GROUP CORPIn all 2ESGI2.5%IVE0.7%

and 705 more companies the funds hold

How alike they are

Keep going

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