ESTX vs HVLU vs CETF vs F100 vs IVE

  • ESTX
  • HVLU
  • CETF
  • F100
  • IVE

ESTX, HVLU, CETF, F100 and IVE hold at least 832 companies between them. None is in every one of them, and HVLU and IVE are the most alike: 27% of each is the same companies.

Side by side

ESTXHVLUCETFF100IVE
FundGlobal XVanEckVanEckBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.60%0.45%0.32%
Fund size$435.7m$61.0m$36.0m--$577.0m
Holdings5024951104694
1Y price return−5.3%+30.8%−9.8%+2.8%+2.3%
Distribution yield7.51%17.13%2.01%3.50%3.62%
Look-through coverage100.0%100.0%100.0%98.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • CETF
  • F100
  • IVE
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%HVLUnot heldCETFnot heldF100not heldIVE3.2%
  • HSBA HSBC HOLDINGS PLCIn 3 of 5ESTXnot heldHVLU1.0%CETFnot heldF10010.2%IVE1.6%
  • SHEL SHELL PLCIn 3 of 5ESTXnot heldHVLU1.4%CETFnot heldF1008.3%IVE1.3%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 5ESTXnot heldHVLUnot heldCETF7.9%F100not heldIVEnot held
  • AZN ASTRAZENECA PLCIn 2 of 5ESTXnot heldHVLUnot heldCETFnot heldF1007.4%IVE1.1%

and 822 more companies the funds hold

How alike they are

Show the other 6

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See ESTX + HVLU + CETF + F100 + IVE as one portfolioEvery company, where you'd own it twiceWhat moved ESTX this monthIts biggest gains and falls, by company