ESTX vs IVE vs IVLU vs VISM

  • ESTX
  • IVE
  • IVLU
  • VISM

ESTX, IVE, IVLU and VISM hold at least 4,448 companies between them. None is in every one of them, and IVE and IVLU are the most alike: 33% of each is the same companies.

Side by side

ESTXIVEIVLUVISM
FundGlobal XiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.25%0.32%
Fund size$435.7m$577.0m$28.0m$753.9m
Holdings506944083715
1Y price return−5.1%+2.5%--+0.4%
Distribution yield7.51%3.62%Not yet8.17%
Look-through coverage100.0%98.5%99.6%99.2%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • IVLU
  • VISM
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESTXnot heldIVEnot heldIVLU16.3%VISMnot held
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IVE3.2%IVLUnot heldVISMnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%IVE1.1%IVLUnot heldVISMnot held
  • SAN BANCO SANTANDER SAIn 3 of 4ESTX4.2%IVE0.9%IVLU0.7%VISMnot held
  • SAP SAP SEIn 2 of 4ESTX4.1%IVE1.0%IVLUnot heldVISMnot held

and 4,438 more companies the funds hold

How alike they are

Show the other 2

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