ESTX vs IVE vs WRLD

  • ESTX
  • IVE
  • WRLD

ESTX, IVE and WRLD hold at least 1,353 companies between them. 48 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIVEWRLD
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.54%
Fund size$435.7m$577.0m--
Holdings506941196
1Y price return−5.1%+2.5%+7.3%
Distribution yield7.51%3.62%0.26%
Look-through coverage100.0%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • WRLD
  • ASML ASML HOLDING NVIn all 3ESTX10.4%IVE3.2%WRLD0.8%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldIVEnot heldWRLD6.0%
  • AAPL APPLE INCIn 1 of 3ESTXnot heldIVEnot heldWRLD5.3%
  • SIE SIEMENS AG-REGIn all 3ESTX4.5%IVE1.1%WRLD0.3%
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldIVEnot heldWRLD4.2%

and 1,343 more companies the funds hold

How alike they are

Keep going

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