ESTX vs IVLU vs CNEW

  • ESTX
  • IVLU
  • CNEW

ESTX, IVLU and CNEW hold 539 companies between them. None is in every one of them, and ESTX and IVLU are the most alike: 9% of each is the same companies.

Side by side

ESTXIVLUCNEW
FundGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.95%
Fund size$435.7m$28.0m$81.0m
Holdings50408121
1Y price return−5.1%--−6.9%
Distribution yield7.51%Not yet0.77%
Look-through coverage100.0%99.6%99.9%

Return, last year

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

and 529 more companies the funds hold

How alike they are

Keep going

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