ESTX vs VGS vs IVE

  • ESTX
  • VGS
  • IVE

ESTX, VGS and IVE hold at least 1,305 companies between them. 49 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXVGSIVE
FundGlobal XVanguardiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.18%0.32%
Fund size$435.7m$14.6b$577.0m
Holdings501221694
1Y price return−5.1%+7.5%+2.5%
Distribution yield7.51%1.19%3.62%
Look-through coverage100.0%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • VGS
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%VGS0.7%IVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldVGS5.6%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldVGS5.2%IVEnot held
  • SIE SIEMENS AG-REGIn all 3ESTX4.5%VGS0.3%IVE1.1%
  • SAN BANCO SANTANDER SAIn all 3ESTX4.2%VGS0.2%IVE0.9%

and 1,295 more companies the funds hold

How alike they are

Keep going

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