IJP vs IVLU vs ESTX vs IVE

  • IJP
  • IVLU
  • ESTX
  • IVE

IJP, IVLU, ESTX and IVE hold at least 776 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

IJPIVLUESTXIVE
FundiSharesiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.50%0.25%0.35%0.32%
Fund size$1.4b$28.0m$435.7m$577.0m
Holdings17440850694
1Y price return+11.2%--−5.3%+2.3%
Distribution yield4.86%Not yet7.51%3.62%
Look-through coverage99.1%99.6%100.0%98.5%

Return, last year

change since the start
share of each fund
  • IJP
  • IVLU
  • ESTX
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 4IJPnot heldIVLU16.3%ESTXnot heldIVEnot held
  • ASML ASML HOLDING NVIn 2 of 4IJPnot heldIVLUnot heldESTX10.4%IVE3.2%
  • 8306 Mitsubishi Ufj Financial Group IncIn 3 of 4IJP4.6%IVLU0.6%ESTXnot heldIVE1.1%
  • SIE SIEMENS AG-REGIn 2 of 4IJPnot heldIVLUnot heldESTX4.5%IVE1.1%
  • SAN BANCO SANTANDER SAIn 3 of 4IJPnot heldIVLU0.7%ESTX4.2%IVE0.9%

and 766 more companies the funds hold

How alike they are

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