ESTX vs WDMF vs EXUS vs IVE

  • ESTX
  • WDMF
  • EXUS
  • IVE

ESTX, WDMF, EXUS and IVE hold at least 1,275 companies between them. 23 are in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

ESTXWDMFEXUSIVE
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.14%0.32%
Fund size$435.7m$154.0m--$577.0m
Holdings50493877694
1Y price return−5.1%+8.1%+5.1%only priced since 2025-11-09+2.5%
Distribution yield7.54%3.36%Not yet3.63%
Look-through coverage100.0%99.3%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • WDMF
  • EXUS
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%WDMF0.7%EXUS2.9%IVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldWDMF5.7%EXUSnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldWDMF5.1%EXUSnot heldIVEnot held
  • SIE SIEMENS AG-REGIn all 4ESTX4.5%WDMF<0.1%EXUS1.0%IVE1.1%
  • SAN BANCO SANTANDER SAIn 3 of 4ESTX4.2%WDMFnot heldEXUS0.9%IVE0.9%

and 1,265 more companies the funds hold

How alike they are

Show the other 2

Keep going

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