ESTX vs IWLD vs VGS

  • ESTX
  • IWLD
  • VGS

ESTX, IWLD and VGS hold 1,235 companies between them. 21 are in every one of them, and IWLD and VGS are the most alike: 49% of each is the same companies.

Side by side

ESTXIWLDVGS
FundGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.18%
Fund size$435.7m$1.5b$14.6b
Holdings506181221
1Y price return−5.1%+7.4%+7.5%
Distribution yield7.54%1.33%1.19%
Look-through coverage100.0%99.7%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • IWLD
  • VGS
  • NVDA NVIDIA CORPIn 2 of 3ESTXnot heldIWLD11.6%VGS5.6%
  • ASML ASML HOLDING NVIn all 3ESTX10.4%IWLD1.6%VGS0.7%
  • MSFT MICROSOFT CORPIn 2 of 3ESTXnot heldIWLD8.0%VGS4.0%
  • AAPL APPLE INCIn 1 of 3ESTXnot heldIWLDnot heldVGS5.2%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%IWLDnot heldVGS0.3%

and 1,225 more companies the funds hold

How alike they are

Keep going

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