ESTX vs WRLD vs EXUS vs IVE

  • ESTX
  • WRLD
  • EXUS
  • IVE

ESTX, WRLD, EXUS and IVE hold 1,432 companies between them. 48 are in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

FundGlobal XBetaSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.54%0.14%0.32%
Fund size$435.7m----$577.0m
Holdings501196877694
1Y price return−5.1%+7.3%+5.1%only priced since 2025-11-09+2.5%
Distribution yield7.51%0.26%Not yet3.62%
Look-through coverage100.0%99.9%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • WRLD
  • EXUS
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%WRLD0.8%EXUS2.9%IVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldWRLD6.0%EXUSnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldWRLD5.3%EXUSnot heldIVEnot held
  • SIE SIEMENS AG-REGIn all 4ESTX4.5%WRLD0.3%EXUS1.0%IVE1.1%
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldWRLD4.2%EXUSnot heldIVEnot held

and 1,422 more companies the funds hold

How alike they are

Show the other 2

Keep going

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