ESTX vs WDMF vs IVE vs VEQ

  • ESTX
  • WDMF
  • IVE
  • VEQ

ESTX, WDMF, IVE and VEQ hold at least 1,807 companies between them. 23 are in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

ESTXWDMFIVEVEQ
FundGlobal XiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.32%0.35%
Fund size$435.7m$154.0m$577.0m$539.2m
Holdings504936941227
1Y price return−5.1%+8.1%+2.5%+0.6%
Distribution yield7.51%3.37%3.62%2.28%
Look-through coverage100.0%99.3%98.5%99.1%

Return, last year

change since the start
share of each fund
  • ESTX
  • WDMF
  • IVE
  • VEQ
  • ASML ASML HOLDING NVIn all 4ESTX10.4%WDMF0.7%IVE3.2%VEQ4.1%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldWDMF5.7%IVEnot heldVEQnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldWDMF5.1%IVEnot heldVEQnot held
  • SIE SIEMENS AG-REGIn all 4ESTX4.5%WDMF<0.1%IVE1.1%VEQ1.5%
  • SAN BANCO SANTANDER SAIn 3 of 4ESTX4.2%WDMFnot heldIVE0.9%VEQ1.3%

and 1,797 more companies the funds hold

How alike they are

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