ESTX vs IWLD vs CETF vs IVE

  • ESTX
  • IWLD
  • CETF
  • IVE

ESTX, IWLD, CETF and IVE hold 989 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIWLDCETFIVE
FundGlobal XiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.60%0.32%
Fund size$435.7m$1.5b$36.0m$577.0m
Holdings5061851694
1Y price return−5.1%+7.4%−8.6%+2.5%
Distribution yield7.51%1.32%2.01%3.62%
Look-through coverage100.0%99.7%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IWLD
  • CETF
  • IVE
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIWLD11.6%CETFnot heldIVEnot held
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%IWLD1.6%CETFnot heldIVE3.2%
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldIWLD8.0%CETFnot heldIVEnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESTXnot heldIWLDnot heldCETF7.9%IVEnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4ESTXnot heldIWLDnot heldCETF6.4%IVEnot held

and 979 more companies the funds hold

How alike they are

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