ESTX vs WDMF vs F100 vs IVE

  • ESTX
  • WDMF
  • F100
  • IVE

ESTX, WDMF, F100 and IVE hold at least 977 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

ESTXWDMFF100IVE
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.45%0.32%
Fund size$435.7m$154.0m--$577.0m
Holdings50493104694
1Y price return−5.1%+8.1%+3.1%+2.5%
Distribution yield7.51%3.37%3.50%3.62%
Look-through coverage100.0%99.3%98.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • WDMF
  • F100
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%WDMF0.7%F100not heldIVE3.2%
  • HSBA HSBC HOLDINGS PLCIn 3 of 4ESTXnot heldWDMF0.3%F10010.2%IVE1.6%
  • SHEL SHELL PLCIn 2 of 4ESTXnot heldWDMFnot heldF1008.3%IVE1.3%
  • AZN ASTRAZENECA PLCIn 3 of 4ESTXnot heldWDMF<0.1%F1007.4%IVE1.1%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldWDMF5.7%F100not heldIVEnot held

and 967 more companies the funds hold

How alike they are

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See ESTX + WDMF + F100 + IVE as one portfolioEvery company, where you'd own it twiceWhat moved ESTX this monthIts biggest gains and falls, by company