ESTX vs IVV vs IWLD

  • ESTX
  • IVV
  • IWLD

ESTX, IVV and IWLD hold 896 companies between them. None is in every one of them, and IVV and IWLD are the most alike: 50% of each is the same companies.

Side by side

ESTXIVVIWLD
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.04%0.09%
Fund size$435.7m$11.9b$1.5b
Holdings50512618
1Y price return−5.1%+8.6%+7.4%
Distribution yield7.51%1.00%1.32%
Look-through coverage100.0%99.7%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVV
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 3ESTXnot heldIVV8.3%IWLD11.6%
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%IVVnot heldIWLD1.6%
  • MSFT MICROSOFT CORPIn 2 of 3ESTXnot heldIVV5.7%IWLD8.0%
  • AAPL APPLE INCIn 1 of 3ESTXnot heldIVV7.2%IWLDnot held
  • SIE SIEMENS AG-REGIn 1 of 3ESTX4.5%IVVnot heldIWLDnot held

and 886 more companies the funds hold

How alike they are

Keep going

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