ESTX vs UYLD vs IVE

  • ESTX
  • UYLD
  • IVE

ESTX, UYLD and IVE hold at least 1,160 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

ESTXUYLDIVE
FundGlobal XGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.60%0.32%
Fund size$435.7m$13.9m$577.0m
Holdings50504694
1Y price return−5.1%−1.7%+2.5%
Distribution yield7.51%10.22%3.62%
Look-through coverage100.0%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • UYLD
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%UYLDnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldUYLD8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldUYLD7.5%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldUYLD5.7%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%UYLDnot heldIVE1.1%

and 1,150 more companies the funds hold

How alike they are

Keep going

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