ESTX vs GARP vs IVE

  • ESTX
  • GARP
  • IVE

ESTX, GARP and IVE hold at least 778 companies between them. 13 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXGARPIVE
FundGlobal XGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.32%
Fund size$435.7m$131.6m$577.0m
Holdings50220694
1Y price return−5.1%−2.6%+2.5%
Distribution yield7.51%5.90%3.62%
Look-through coverage100.0%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • GARP
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%GARP3.1%IVE3.2%
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldGARP6.2%IVEnot held
  • META META PLATFORMS INCIn 1 of 3ESTXnot heldGARP6.1%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldGARP5.5%IVEnot held
  • LLY ELI LILLY & COIn 1 of 3ESTXnot heldGARP5.1%IVEnot held

and 768 more companies the funds hold

How alike they are

Keep going

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