ESTX vs ESGI vs IVE vs EXUS

  • ESTX
  • ESGI
  • IVE
  • EXUS

ESTX, ESGI, IVE and EXUS hold at least 1,075 companies between them. 4 are in every one of them, and IVE and EXUS are the most alike: 76% of each is the same companies.

Side by side

ESTXESGIIVEEXUS
FundGlobal XVanEckiSharesBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.55%0.32%0.14%
Fund size$435.7m$217.0m$577.0m--
Holdings50139694877
1Y price return−5.3%+3.9%+2.3%+5.1%only priced since 2025-11-09
Distribution yield7.51%2.68%3.62%Not yet
Look-through coverage100.0%98.8%98.5%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • ESGI
  • IVE
  • EXUS
  • ASML ASML HOLDING NVIn all 4ESTX10.4%ESGI5.8%IVE3.2%EXUS2.9%
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESTXnot heldESGI5.8%IVEnot heldEXUSnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4ESTXnot heldESGI5.6%IVEnot heldEXUSnot held
  • SIE SIEMENS AG-REGIn 3 of 4ESTX4.5%ESGInot heldIVE1.1%EXUS1.0%
  • SAN BANCO SANTANDER SAIn 3 of 4ESTX4.2%ESGInot heldIVE0.9%EXUS0.9%

and 1,065 more companies the funds hold

How alike they are

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