IJP vs ESTX vs IVE

  • IJP
  • ESTX
  • IVE

IJP, ESTX and IVE hold at least 657 companies between them. None is in every one of them, and IJP and IVE are the most alike: 24% of each is the same companies.

Side by side

IJPESTXIVE
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.50%0.35%0.32%
Fund size$1.4b$435.7m$577.0m
Holdings17450694
1Y price return+11.2%−5.3%+2.3%
Distribution yield4.86%7.51%3.62%
Look-through coverage99.1%100.0%98.5%

Return, last year

change since the start
share of each fund
  • IJP
  • ESTX
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3IJPnot heldESTX10.4%IVE3.2%
  • 8306 Mitsubishi Ufj Financial Group IncIn 2 of 3IJP4.6%ESTXnot heldIVE1.1%
  • SIE SIEMENS AG-REGIn 2 of 3IJPnot heldESTX4.5%IVE1.1%
  • SAN BANCO SANTANDER SAIn 2 of 3IJPnot heldESTX4.2%IVE0.9%
  • SAP SAP SEIn 2 of 3IJPnot heldESTX4.1%IVE1.0%

and 647 more companies the funds hold

How alike they are

Keep going

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