ESTX vs IWLD vs IVV

  • ESTX
  • IWLD
  • IVV

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

Side by side

ESTXIWLDIVV
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.04%
Fund size$435.7m$1.5b$11.9b
Holdings50618512
1Y price return−5.1%+7.4%+8.6%
Distribution yield7.51%1.32%1.00%
Look-through coverage100.0%99.7%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • IWLD
  • IVV
  • NVDA NVIDIA CORPIn 2 of 3ESTXnot heldIWLD11.6%IVV8.3%
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%IWLD1.6%IVVnot held
  • MSFT MICROSOFT CORPIn 2 of 3ESTXnot heldIWLD8.0%IVV5.7%
  • AAPL APPLE INCIn 1 of 3ESTXnot heldIWLDnot heldIVV7.2%
  • SIE SIEMENS AG-REGIn 1 of 3ESTX4.5%IWLDnot heldIVVnot held

and 886 more companies the funds hold

How alike they are

Keep going

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