ESTX vs IAA vs EXUS vs IVE

  • ESTX
  • IAA
  • EXUS
  • IVE

ESTX, IAA, EXUS and IVE hold at least 1,073 companies between them. None is in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

ESTXIAAEXUSIVE
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.29%0.14%0.32%
Fund size$435.7m$1.3b--$577.0m
Holdings5065877694
1Y price return−5.3%+38.1%+5.1%only priced since 2025-11-09+2.3%
Distribution yield7.51%1.45%Not yet3.62%
Look-through coverage100.0%99.5%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IAA
  • EXUS
  • IVE
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4ESTXnot heldIAA28.0%EXUSnot heldIVEnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 4ESTXnot heldIAA13.7%EXUSnot heldIVEnot held
  • 000660 SK HYNIX INCIn 1 of 4ESTXnot heldIAA11.4%EXUSnot heldIVEnot held
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%IAAnot heldEXUS2.9%IVE3.2%
  • 700 Tencent Holdings LtdIn 1 of 4ESTXnot heldIAA5.1%EXUSnot heldIVEnot held

and 1,063 more companies the funds hold

How alike they are

Show the other 2

Keep going

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