IJR vs VTS vs IVV vs ESTX

  • IJR
  • VTS
  • IVV
  • ESTX

IJR, VTS, IVV and ESTX hold at least 3,446 companies between them. None is in every one of them, and VTS and IVV are the most alike: 88% of each is the same companies.

Side by side

IJRVTSIVVESTX
FundiSharesVanguardiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.07%0.03%0.04%0.35%
Fund size$836.0m$6.3b$11.9b$435.7m
Holdings616350151250
1Y price return+9.1%+8.7%+9.0%−5.3%
Distribution yield1.20%1.04%1.00%7.51%
Look-through coverage98.1%99.7%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IJR
  • VTS
  • IVV
  • ESTX
  • ASML ASML HOLDING NVIn 1 of 4IJRnot heldVTSnot heldIVVnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 2 of 4IJRnot heldVTS6.9%IVV8.3%ESTXnot held
  • AAPL APPLE INCIn 2 of 4IJRnot heldVTS6.3%IVV7.2%ESTXnot held
  • MSFT MICROSOFT CORPIn 2 of 4IJRnot heldVTS5.1%IVV5.7%ESTXnot held
  • SIE SIEMENS AG-REGIn 1 of 4IJRnot heldVTSnot heldIVVnot heldESTX4.5%

and 3,436 more companies the funds hold

How alike they are

Show the other 2

Keep going

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