ESTX vs WVOL vs IVE

  • ESTX
  • WVOL
  • IVE

ESTX, WVOL and IVE hold at least 916 companies between them. 20 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXWVOLIVE
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.32%
Fund size$435.7m$75.0m$577.0m
Holdings50430694
1Y price return−5.1%+3.7%+2.5%
Distribution yield7.51%2.09%3.62%
Look-through coverage100.0%99.3%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • WVOL
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%WVOL0.7%IVE3.2%
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%WVOLnot heldIVE1.1%
  • SAN BANCO SANTANDER SAIn 2 of 3ESTX4.2%WVOLnot heldIVE0.9%
  • SAP SAP SEIn all 3ESTX4.1%WVOL0.6%IVE1.0%
  • TTE TOTALENERGIES SEIn all 3ESTX4.1%WVOL0.3%IVE0.8%

and 906 more companies the funds hold

How alike they are

Keep going

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