ESTX vs VGE vs IVE

  • ESTX
  • VGE
  • IVE

ESTX, VGE and IVE hold at least 5,573 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

ESTXVGEIVE
FundGlobal XVanguardiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.48%0.32%
Fund size$435.7m$1.7b$577.0m
Holdings506347694
1Y price return−5.1%+2.1%+2.5%
Distribution yield7.51%1.44%3.62%
Look-through coverage100.0%99.4%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • VGE
  • IVE
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3ESTXnot heldVGE15.4%IVEnot held
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%VGEnot heldIVE3.2%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%VGEnot heldIVE1.1%
  • SAN BANCO SANTANDER SAIn 2 of 3ESTX4.2%VGEnot heldIVE0.9%
  • SAP SAP SEIn 2 of 3ESTX4.1%VGEnot heldIVE1.0%

and 5,563 more companies the funds hold

How alike they are

Keep going

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