ESGI vs IVV vs ETHI

  • ESGI
  • IVV
  • ETHI

ESGI, IVV and ETHI hold at least 680 companies between them. 21 are in every one of them, and IVV and ETHI are the most alike: 26% of each is the same companies.

Side by side

ESGIIVVETHI
FundVanEckiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.04%0.59%
Fund size$217.0m$11.9b--
Holdings139512212
1Y price return+3.8%+8.6%+3.5%
Distribution yield2.69%1.01%1.77%
Look-through coverage98.8%99.7%99.8%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVV
  • ETHI
  • NVDA NVIDIA CORPIn 2 of 3ESGInot heldIVV8.3%ETHI4.4%
  • AAPL APPLE INCIn 2 of 3ESGInot heldIVV7.2%ETHI4.4%
  • AMAT APPLIED MATERIALS INCIn all 3ESGI5.8%IVV0.6%ETHI2.0%
  • ASML ASML HOLDING NVIn 2 of 3ESGI5.8%IVVnot heldETHI3.8%
  • MSFT MICROSOFT CORPIn 1 of 3ESGInot heldIVV5.7%ETHInot held

and 670 more companies the funds hold

How alike they are

Keep going

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