ESTX vs QYLD vs IVE

  • ESTX
  • QYLD
  • IVE

ESTX, QYLD 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

ESTXQYLDIVE
FundGlobal XGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.60%0.32%
Fund size$435.7m$23.0m$577.0m
Holdings50101694
1Y price return−5.1%+0.8%+2.5%
Distribution yield7.51%11.68%3.62%
Look-through coverage100.0%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QYLD
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%QYLDnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldQYLD8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldQYLD7.5%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldQYLD5.8%IVEnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 3ESTXnot heldQYLD5.0%IVEnot held

and 745 more companies the funds hold

How alike they are

Keep going

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