ESTX vs VTS vs IVE

  • ESTX
  • VTS
  • IVE

ESTX, VTS and IVE hold at least 4,040 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

ESTXVTSIVE
FundGlobal XVanguardiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.03%0.32%
Fund size$435.7m$6.3b$577.0m
Holdings503501694
1Y price return−5.3%+8.7%+2.3%
Distribution yield7.51%1.04%3.62%
Look-through coverage100.0%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • VTS
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%VTSnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldVTS6.9%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldVTS6.3%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldVTS5.1%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%VTSnot heldIVE1.1%

and 4,030 more companies the funds hold

How alike they are

Keep going

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