ESTX vs NDIA vs IVE

  • ESTX
  • NDIA
  • IVE

ESTX, NDIA and IVE hold at least 707 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

ESTXNDIAIVE
FundGlobal XGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.69%0.32%
Fund size$435.7m$172.5m$577.0m
Holdings5050694
1Y price return−5.1%−21.6%+2.5%
Distribution yield7.51%2.25%3.62%
Look-through coverage100.0%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • NDIA
  • IVE
  • HDFCB HDFC BANK LTDIn 1 of 3ESTXnot heldNDIA10.6%IVEnot held
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%NDIAnot heldIVE3.2%
  • ICICIBC ICICI BANK LTDIn 1 of 3ESTXnot heldNDIA8.9%IVEnot held
  • RELIANCE RELIANCE INDUSTRIES LTDIn 1 of 3ESTXnot heldNDIA7.8%IVEnot held
  • BHARTI BHARTI AIRTEL LTDIn 1 of 3ESTXnot heldNDIA5.2%IVEnot held

and 697 more companies the funds hold

How alike they are

Keep going

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