ESTX vs IVHG vs IVE

  • ESTX
  • IVHG
  • IVE

ESTX, IVHG and IVE hold at least 776 companies between them. 21 are in every one of them, and IVHG and IVE are the most alike: 33% of each is the same companies.

Side by side

ESTXIVHGIVE
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.28%0.32%
Fund size$435.7m$4.0m$577.0m
Holdings50439694
1Y price return−5.1%--+2.5%
Distribution yield7.51%Not yet3.62%
Look-through coverage100.0%99.5%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVHG
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 3ESTXnot heldIVHG16.3%IVEnot held
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%IVHGnot heldIVE3.2%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%IVHGnot heldIVE1.1%
  • SAN BANCO SANTANDER SAIn all 3ESTX4.2%IVHG0.7%IVE0.9%
  • SAP SAP SEIn 2 of 3ESTX4.1%IVHGnot heldIVE1.0%

and 766 more companies the funds hold

How alike they are

Keep going

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