ESTX vs IVHG

  • ESTX
  • IVHG

ESTX and IVHG hold 420 companies between them. 21 are in both, and 9% of each fund is the same companies.

In both · 9%ESTX only · 91%

Side by side

ESTXIVHG
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.35%0.28%
Fund size$435.7m$4.0m
Holdings50439
1Y price return−5.1%--
Distribution yield7.51%Not yet
Look-through coverage100.0%99.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVHG
  • MU MICRON TECHNOLOGY INCIn 1 of 2ESTXnot heldIVHG16.3%
  • ASML ASML HOLDING NVIn 1 of 2ESTX10.4%IVHGnot held
  • SIE SIEMENS AG-REGIn 1 of 2ESTX4.5%IVHGnot held
  • SAN BANCO SANTANDER SAIn all 2ESTX4.2%IVHG0.7%
  • SAP SAP SEIn 1 of 2ESTX4.1%IVHGnot held

and 410 more companies the funds hold

How alike they are

Keep going

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