ESTX vs VISM vs IVLU vs IVE

  • ESTX
  • VISM
  • IVLU
  • IVE

ESTX, VISM, IVLU and IVE hold at least 4,448 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

ESTXVISMIVLUIVE
FundGlobal XVanguardiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.25%0.32%
Fund size$435.7m$753.9m$28.0m$577.0m
Holdings503715408694
1Y price return−5.1%+0.4%--+2.5%
Distribution yield7.51%8.17%Not yet3.62%
Look-through coverage100.0%99.2%99.6%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • VISM
  • IVLU
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESTXnot heldVISMnot heldIVLU16.3%IVEnot held
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%VISMnot heldIVLUnot heldIVE3.2%
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%VISMnot heldIVLUnot heldIVE1.1%
  • SAN BANCO SANTANDER SAIn 3 of 4ESTX4.2%VISMnot heldIVLU0.7%IVE0.9%
  • SAP SAP SEIn 2 of 4ESTX4.1%VISMnot heldIVLUnot heldIVE1.0%

and 4,438 more companies the funds hold

How alike they are

Show the other 2

Keep going

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