ESTX vs GOAT vs VISM vs IVE

  • ESTX
  • GOAT
  • VISM
  • IVE

ESTX, GOAT, VISM and IVE hold at least 4,424 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

ESTXGOATVISMIVE
FundGlobal XVanEckVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.55%0.32%0.32%
Fund size$435.7m$56.0m$753.9m$577.0m
Holdings501503715694
1Y price return−5.1%−9.0%+0.4%+2.5%
Distribution yield7.51%10.08%8.17%3.62%
Look-through coverage100.0%99.9%99.2%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • GOAT
  • VISM
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%GOAT3.1%VISMnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldGOAT5.2%VISMnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldGOAT5.1%VISMnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldGOAT4.9%VISMnot heldIVEnot held
  • GOOGL ALPHABET INC-AIn 1 of 4ESTXnot heldGOAT4.9%VISMnot heldIVEnot held

and 4,414 more companies the funds hold

How alike they are

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