ESTX vs IVLU

  • ESTX
  • IVLU

ESTX and IVLU hold 419 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

ESTXIVLU
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.35%0.25%
Fund size$435.7m$28.0m
Holdings50408
1Y price return−5.3%--
Distribution yield7.51%Not yet
Look-through coverage100.0%99.6%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 1 of 2ESTXnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 1 of 2ESTX10.4%IVLUnot held
  • SIE SIEMENS AG-REGIn 1 of 2ESTX4.5%IVLUnot held
  • SAN BANCO SANTANDER SAIn all 2ESTX4.2%IVLU0.7%
  • SAP SAP SEIn 1 of 2ESTX4.1%IVLUnot held

and 409 more companies the funds hold

How alike they are

Keep going

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