ESTX vs CETF vs WDMF vs IVE

  • ESTX
  • CETF
  • WDMF
  • IVE

ESTX, CETF, WDMF and IVE hold at least 999 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

ESTXCETFWDMFIVE
FundGlobal XVanEckiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.60%0.35%0.32%
Fund size$435.7m$36.0m$154.0m$577.0m
Holdings5051493694
1Y price return−5.1%−8.6%+8.1%+2.5%
Distribution yield7.51%2.01%3.37%3.62%
Look-through coverage100.0%100.0%99.3%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • CETF
  • WDMF
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%CETFnot heldWDMF0.7%IVE3.2%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESTXnot heldCETF7.9%WDMFnot heldIVEnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4ESTXnot heldCETF6.4%WDMFnot heldIVEnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldCETFnot heldWDMF5.7%IVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldCETFnot heldWDMF5.1%IVEnot held

and 989 more companies the funds hold

How alike they are

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