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

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

Side by side

ESTX HVLU IEM VEQ IVE

FundGlobal XVanEckiSharesVanguardiShares

Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares

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

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

Holdings5024911721227694

1Y price return−5.1%+31.6%+16.2%+0.6%+2.5%

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

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

Return, last year

change since the start

share of each fund

ESTX
HVLU
IEM
VEQ
IVE

2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 5ESTXnot heldHVLUnot heldIEM15.4%VEQnot heldIVEnot held
ASML ASML HOLDING NVIn 3 of 5ESTX10.4%HVLUnot heldIEMnot heldVEQ4.1%IVE3.2%
005930 Samsung Electronics Co LtdIn 1 of 5ESTXnot heldHVLUnot heldIEM7.6%VEQnot heldIVEnot held
000660 SK HYNIX INCIn 1 of 5ESTXnot heldHVLUnot heldIEM5.8%VEQnot heldIVEnot held
MU MICRON TECHNOLOGY INCIn 1 of 5ESTXnot heldHVLU4.9%IEMnot heldVEQnot heldIVEnot held

and 2,696 more companies the funds hold

How alike they are

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