ESTX vs WDMF vs IVE

  • ESTX
  • WDMF
  • IVE

ESTX, WDMF and IVE hold at least 949 companies between them. 23 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXWDMFIVE
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.32%
Fund size$435.7m$154.0m$577.0m
Holdings50493694
1Y price return−5.1%+8.1%+2.5%
Distribution yield7.51%3.37%3.62%
Look-through coverage100.0%99.3%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • WDMF
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%WDMF0.7%IVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldWDMF5.7%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldWDMF5.1%IVEnot held
  • SIE SIEMENS AG-REGIn all 3ESTX4.5%WDMF<0.1%IVE1.1%
  • SAN BANCO SANTANDER SAIn 2 of 3ESTX4.2%WDMFnot heldIVE0.9%

and 939 more companies the funds hold

How alike they are

Keep going

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