ESTX vs HVLU vs CETF vs IVE

  • ESTX
  • HVLU
  • CETF
  • IVE

ESTX, HVLU, CETF and IVE hold 804 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

ESTXHVLUCETFIVE
FundGlobal XVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.60%0.32%
Fund size$435.7m$61.0m$36.0m$577.0m
Holdings5024951694
1Y price return−5.3%+30.8%−9.8%+2.3%
Distribution yield7.51%17.13%2.01%3.62%
Look-through coverage100.0%100.0%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • CETF
  • IVE
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%HVLUnot heldCETFnot heldIVE3.2%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESTXnot heldHVLUnot heldCETF7.9%IVEnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4ESTXnot heldHVLUnot heldCETF6.4%IVEnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESTXnot heldHVLU4.9%CETFnot heldIVEnot held
  • 300308 ZHONGJI INNOLI-AIn 1 of 4ESTXnot heldHVLUnot heldCETF4.6%IVEnot held

and 794 more companies the funds hold

How alike they are

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