ESTX vs IAA vs VGE

  • ESTX
  • IAA
  • VGE

ESTX, IAA and VGE hold 4,988 companies between them. None is in every one of them, and IAA and VGE are the most alike: 33% of each is the same companies.

Side by side

ESTXIAAVGE
FundGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.29%0.48%
Fund size$435.7m$1.3b$1.7b
Holdings50656347
1Y price return−5.3%+38.1%+1.8%
Distribution yield7.51%1.45%1.44%
Look-through coverage100.0%99.5%99.4%

Return, last year

change since the start
share of each fund
  • ESTX
  • IAA
  • VGE
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 2 of 3ESTXnot heldIAA28.0%VGE15.4%
  • 005930 Samsung Electronics Co LtdIn 1 of 3ESTXnot heldIAA13.7%VGEnot held
  • 000660 SK HYNIX INCIn 1 of 3ESTXnot heldIAA11.4%VGEnot held
  • ASML ASML HOLDING NVIn 1 of 3ESTX10.4%IAAnot heldVGEnot held
  • 700 Tencent Holdings LtdIn 2 of 3ESTXnot heldIAA5.1%VGE3.0%

and 4,978 more companies the funds hold

How alike they are

Keep going

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