ESTX vs IVE vs IWLD

  • ESTX
  • IVE
  • IWLD

ESTX, IVE and IWLD hold at least 939 companies between them. 21 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIVEIWLD
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.09%
Fund size$435.7m$577.0m$1.5b
Holdings50694618
1Y price return−5.1%+2.5%+7.4%
Distribution yield7.51%3.62%1.32%
Look-through coverage100.0%98.5%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • IWLD
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldIVEnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn all 3ESTX10.4%IVE3.2%IWLD1.6%
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldIVEnot heldIWLD8.0%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%IVE1.1%IWLDnot held
  • GOOGL ALPHABET INC-AIn 1 of 3ESTXnot heldIVEnot heldIWLD4.5%

and 929 more companies the funds hold

How alike they are

Keep going

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