ESTX vs HVLU vs IWLD

  • ESTX
  • HVLU
  • IWLD

ESTX, HVLU and IWLD hold 748 companies between them. 6 are in every one of them, and HVLU and IWLD are the most alike: 10% of each is the same companies.

Side by side

ESTXHVLUIWLD
FundGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.09%
Fund size$435.7m$61.0m$1.5b
Holdings50249618
1Y price return−5.1%+31.6%+7.4%
Distribution yield7.54%17.17%1.33%
Look-through coverage100.0%100.0%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • IWLD
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldHVLUnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%HVLUnot heldIWLD1.6%
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldHVLUnot heldIWLD8.0%
  • MU MICRON TECHNOLOGY INCIn 1 of 3ESTXnot heldHVLU4.9%IWLDnot held
  • SIE SIEMENS AG-REGIn 1 of 3ESTX4.5%HVLUnot heldIWLDnot held

and 738 more companies the funds hold

How alike they are

Keep going

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