ESGI vs IVE vs ESTX vs IIND

  • ESGI
  • IVE
  • ESTX
  • IIND

ESGI, IVE, ESTX and IIND hold at least 746 companies between them. None is in every one of them, and IVE and ESTX are the most alike: 23% of each is the same companies.

Side by side

ESGIIVEESTXIIND
FundVanEckiSharesGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.32%0.35%0.80%
Fund size$217.0m$577.0m$435.7m$178.0m
Holdings1396945032
1Y price return+3.8%+2.5%−5.1%−20.6%
Distribution yield2.69%3.63%7.54%0.89%
Look-through coverage98.8%98.5%100.0%99.6%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVE
  • ESTX
  • IIND
  • ASML ASML HOLDING NVIn 3 of 4ESGI5.8%IVE3.2%ESTX10.4%IINDnot held
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%IVEnot heldESTXnot heldIINDnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4ESGI5.6%IVEnot heldESTXnot heldIINDnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESGInot heldIVE1.1%ESTX4.5%IINDnot held
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 4ESGInot heldIVEnot heldESTXnot heldIIND4.3%

and 736 more companies the funds hold

How alike they are

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Keep going

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