ESGI vs IVE vs ESTX

  • ESGI
  • IVE
  • ESTX

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

Side by side

ESGIIVEESTX
FundVanEckiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.32%0.35%
Fund size$217.0m$577.0m$435.7m
Holdings13969450
1Y price return+3.8%+2.5%−5.1%
Distribution yield2.68%3.62%7.51%
Look-through coverage98.8%98.5%100.0%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVE
  • ESTX
  • ASML ASML HOLDING NVIn all 3ESGI5.8%IVE3.2%ESTX10.4%
  • AMAT APPLIED MATERIALS INCIn 1 of 3ESGI5.8%IVEnot heldESTXnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3ESGI5.6%IVEnot heldESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3ESGInot heldIVE1.1%ESTX4.5%
  • SAN BANCO SANTANDER SAIn 2 of 3ESGInot heldIVE0.9%ESTX4.2%

and 706 more companies the funds hold

How alike they are

Keep going

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