ESTX vs IVE vs UYLD

  • ESTX
  • IVE
  • UYLD

ESTX, IVE and UYLD hold at least 1,160 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

ESTXIVEUYLD
FundGlobal XiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.60%
Fund size$435.7m$577.0m$13.9m
Holdings50694504
1Y price return−5.1%+2.5%−1.7%
Distribution yield7.54%3.63%10.24%
Look-through coverage100.0%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • UYLD
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%IVE3.2%UYLDnot held
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldIVEnot heldUYLD8.4%
  • AAPL APPLE INCIn 1 of 3ESTXnot heldIVEnot heldUYLD7.5%
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldIVEnot heldUYLD5.7%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%IVE1.1%UYLDnot held

and 1,150 more companies the funds hold

How alike they are

Keep going

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