ESTX vs NDQ vs IVE

  • ESTX
  • NDQ
  • IVE

ESTX, NDQ and IVE hold at least 755 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

ESTXNDQIVE
FundGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.48%0.32%
Fund size$435.7m$8.9b$577.0m
Holdings50103694
1Y price return−5.1%+14.1%+2.5%
Distribution yield7.51%1.38%3.62%
Look-through coverage100.0%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • NDQ
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%NDQnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldNDQ8.3%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldNDQ7.3%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldNDQ5.7%IVEnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 3ESTXnot heldNDQ5.1%IVEnot held

and 745 more companies the funds hold

How alike they are

Keep going

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