ESTX vs VISM vs HVLU vs IVE

  • ESTX
  • VISM
  • HVLU
  • IVE

ESTX, VISM, HVLU and IVE hold at least 4,426 companies between them. None is in every one of them, and HVLU and IVE are the most alike: 27% of each is the same companies.

Side by side

ESTXVISMHVLUIVE
FundGlobal XVanguardVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.43%0.32%
Fund size$435.7m$753.9m$61.0m$577.0m
Holdings503715249694
1Y price return−5.1%+0.4%+31.6%+2.5%
Distribution yield7.51%8.17%17.13%3.62%
Look-through coverage100.0%99.2%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • VISM
  • HVLU
  • IVE
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%VISMnot heldHVLUnot heldIVE3.2%
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESTXnot heldVISMnot heldHVLU4.9%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%VISMnot heldHVLUnot heldIVE1.1%
  • SAN BANCO SANTANDER SAIn 3 of 4ESTX4.2%VISMnot heldHVLU0.8%IVE0.9%
  • SAP SAP SEIn 2 of 4ESTX4.1%VISMnot heldHVLUnot heldIVE1.0%

and 4,416 more companies the funds hold

How alike they are

Show the other 2

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