ESTX vs IWLD vs IVE

  • ESTX
  • IWLD
  • IVE

ESTX, IWLD and IVE hold at least 939 companies between them. 21 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.32%
Fund size$435.7m$1.5b$577.0m
Holdings50618694
1Y price return−5.1%+7.4%+2.5%
Distribution yield7.51%1.32%3.62%
Look-through coverage100.0%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IWLD
  • IVE
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldIWLD11.6%IVEnot held
  • ASML ASML HOLDING NVIn all 3ESTX10.4%IWLD1.6%IVE3.2%
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldIWLD8.0%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%IWLDnot heldIVE1.1%
  • GOOGL ALPHABET INC-AIn 1 of 3ESTXnot heldIWLD4.5%IVEnot held

and 929 more companies the funds hold

How alike they are

Keep going

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