ESTX vs IVLU vs VISM vs IVE

  • ESTX
  • IVLU
  • VISM
  • IVE

ESTX, IVLU, VISM and IVE hold at least 4,448 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

ESTXIVLUVISMIVE
FundGlobal XiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.32%0.32%
Fund size$435.7m$28.0m$753.9m$577.0m
Holdings504083715694
1Y price return−5.1%--+0.4%+2.5%
Distribution yield7.51%Not yet8.17%3.62%
Look-through coverage100.0%99.6%99.2%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVLU
  • VISM
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESTXnot heldIVLU16.3%VISMnot heldIVEnot held
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IVLUnot heldVISMnot heldIVE3.2%
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%IVLUnot heldVISMnot heldIVE1.1%
  • SAN BANCO SANTANDER SAIn 3 of 4ESTX4.2%IVLU0.7%VISMnot heldIVE0.9%
  • SAP SAP SEIn 2 of 4ESTX4.1%IVLUnot heldVISMnot heldIVE1.0%

and 4,438 more companies the funds hold

How alike they are

Show the other 2

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