ESTX vs HVLU vs IEM vs IVE vs VEQ — overlap, fees and exposure compared

ESTX, HVLU, IEM, IVE and VEQ hold at least 2,706 companies between them. None is in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

ESTX HVLU IEM IVE VEQ

FundGlobal XVanEckiSharesiSharesVanguard

Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares

Fee a year0.35%0.43%0.69%0.32%0.35%

Fund size$435.7m$61.0m$1.5b$577.0m$539.2m

Holdings5024911726941227

1Y price return−5.3%+30.8%+15.5%+2.3%+0.3%

Distribution yield7.51%17.13%1.39%3.62%2.28%

Look-through coverage100.0%100.0%98.8%98.5%99.1%

Return, last year

change since the start

share of each fund

ESTX
HVLU
IEM
IVE
VEQ

2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 5ESTXnot heldHVLUnot heldIEM15.4%IVEnot heldVEQnot held
ASML ASML HOLDING NVIn 3 of 5ESTX10.4%HVLUnot heldIEMnot heldIVE3.2%VEQ4.1%
005930 Samsung Electronics Co LtdIn 1 of 5ESTXnot heldHVLUnot heldIEM7.6%IVEnot heldVEQnot held
000660 SK HYNIX INCIn 1 of 5ESTXnot heldHVLUnot heldIEM5.8%IVEnot heldVEQnot held
MU MICRON TECHNOLOGY INCIn 1 of 5ESTXnot heldHVLU4.9%IEMnot heldIVEnot heldVEQnot held

and 2,696 more companies the funds hold

How alike they are

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