ESTX vs IVE vs VGE

  • ESTX
  • IVE
  • VGE

ESTX, IVE and VGE hold at least 5,573 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

ESTXIVEVGE
FundGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.48%
Fund size$435.7m$577.0m$1.7b
Holdings506946347
1Y price return−5.1%+2.5%+2.1%
Distribution yield7.51%3.62%1.44%
Look-through coverage100.0%98.5%99.4%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • VGE
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3ESTXnot heldIVEnot heldVGE15.4%
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%IVE3.2%VGEnot held
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%IVE1.1%VGEnot held
  • SAN BANCO SANTANDER SAIn 2 of 3ESTX4.2%IVE0.9%VGEnot held
  • SAP SAP SEIn 2 of 3ESTX4.1%IVE1.0%VGEnot held

and 5,563 more companies the funds hold

How alike they are

Keep going

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