ESTX vs GARP vs IVE vs VEQ

  • ESTX
  • GARP
  • IVE
  • VEQ

ESTX, GARP, IVE and VEQ hold at least 1,633 companies between them. 13 are in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

ESTXGARPIVEVEQ
FundGlobal XGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.32%0.35%
Fund size$435.7m$131.6m$577.0m$539.2m
Holdings502206941227
1Y price return−5.1%−2.6%+2.5%+0.6%
Distribution yield7.51%5.90%3.62%2.28%
Look-through coverage100.0%100.0%98.5%99.1%

Return, last year

change since the start
share of each fund
  • ESTX
  • GARP
  • IVE
  • VEQ
  • ASML ASML HOLDING NVIn all 4ESTX10.4%GARP3.1%IVE3.2%VEQ4.1%
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldGARP6.2%IVEnot heldVEQnot held
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldGARP6.1%IVEnot heldVEQnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldGARP5.5%IVEnot heldVEQnot held
  • LLY ELI LILLY & COIn 1 of 4ESTXnot heldGARP5.1%IVEnot heldVEQnot held

and 1,623 more companies the funds hold

How alike they are

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