ESTX vs IWLD vs GWTH

  • ESTX
  • IWLD
  • GWTH

ESTX, IWLD and GWTH hold 675 companies between them. 1 is in every one of them, and IWLD and GWTH are the most alike: 17% of each is the same companies.

Side by side

FundGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.40%
Fund size$435.7m$1.5b$14.0m
Holdings5061890
1Y price return−5.1%+7.4%+1.2%
Distribution yield7.51%1.32%3.31%one payment in the year
Look-through coverage100.0%99.7%98.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IWLD
  • GWTH
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldIWLD11.6%GWTHnot held
  • ASML ASML HOLDING NVIn all 3ESTX10.4%IWLD1.6%GWTH5.0%
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldIWLD8.0%GWTHnot held
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 3ESTXnot heldIWLD2.2%GWTH6.3%
  • MU MICRON TECHNOLOGY INCIn 1 of 3ESTXnot heldIWLDnot heldGWTH5.5%

and 665 more companies the funds hold

How alike they are

Keep going

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