ESTX vs HJPN vs IVE

  • ESTX
  • HJPN
  • IVE

ESTX, HJPN and IVE hold at least 704 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

ESTXHJPNIVE
FundGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.56%0.32%
Fund size$435.7m--$577.0m
Holdings50144694
1Y price return−5.1%+31.3%+2.5%
Distribution yield7.51%6.24%3.62%
Look-through coverage100.0%98.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HJPN
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%HJPNnot heldIVE3.2%
  • 8306 Mitsubishi Ufj Financial Group IncIn 2 of 3ESTXnot heldHJPN6.1%IVE1.1%
  • 7203 TOYOTA MOTOR CORPIn 2 of 3ESTXnot heldHJPN4.8%IVE0.8%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%HJPNnot heldIVE1.1%
  • SAN BANCO SANTANDER SAIn 2 of 3ESTX4.2%HJPNnot heldIVE0.9%

and 694 more companies the funds hold

How alike they are

Keep going

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