IJP vs IVE vs ESTX vs VLUE

  • IJP
  • IVE
  • ESTX
  • VLUE

IJP, IVE, ESTX and VLUE hold at least 754 companies between them. None is in every one of them, and IVE and VLUE are the most alike: 27% of each is the same companies.

Side by side

IJPIVEESTXVLUE
FundiSharesiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.50%0.32%0.35%0.40%
Fund size$1.4b$577.0m$435.7m$410.0m
Holdings17469450249
1Y price return+12.3%+2.5%−5.1%+22.3%
Distribution yield4.86%3.62%7.51%17.36%
Look-through coverage99.1%98.5%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IJP
  • IVE
  • ESTX
  • VLUE
  • ASML ASML HOLDING NVIn 2 of 4IJPnot heldIVE3.2%ESTX10.4%VLUEnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4IJPnot heldIVEnot heldESTXnot heldVLUE4.9%
  • 8306 Mitsubishi Ufj Financial Group IncIn 3 of 4IJP4.6%IVE1.1%ESTXnot heldVLUE0.6%
  • SIE SIEMENS AG-REGIn 2 of 4IJPnot heldIVE1.1%ESTX4.5%VLUEnot held
  • SAN BANCO SANTANDER SAIn 3 of 4IJPnot heldIVE0.9%ESTX4.2%VLUE0.8%

and 744 more companies the funds hold

How alike they are

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