ESTX vs IIND vs IVE

  • ESTX
  • IIND
  • IVE

ESTX, IIND and IVE hold at least 687 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIINDIVE
FundGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.80%0.32%
Fund size$435.7m$178.0m$577.0m
Holdings5032694
1Y price return−5.3%−19.7%+2.3%
Distribution yield7.51%0.88%3.62%
Look-through coverage100.0%99.6%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IIND
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%IINDnot heldIVE3.2%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%IINDnot heldIVE1.1%
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 3ESTXnot heldIIND4.3%IVEnot held
  • MM Mahindra & Mahindra LtdIn 1 of 3ESTXnot heldIIND4.2%IVEnot held
  • SAN BANCO SANTANDER SAIn 2 of 3ESTX4.2%IINDnot heldIVE0.9%

and 677 more companies the funds hold

How alike they are

Keep going

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