IMTM vs IVE vs ESTX

  • IMTM
  • IVE
  • ESTX

IMTM, IVE and ESTX hold at least 812 companies between them. 16 are in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.35%
Fund size$16.0m$577.0m$435.7m
Holdings36969450
1Y price return--+2.5%−5.1%
Distribution yieldNot yet3.62%7.51%
Look-through coverage98.9%98.5%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • IVE
  • ESTX
  • ASML ASML HOLDING NVIn all 3IMTM2.7%IVE3.2%ESTX10.4%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%IVEnot heldESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3IMTMnot heldIVE1.1%ESTX4.5%
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 3IMTM4.5%IVEnot heldESTXnot held
  • SAN BANCO SANTANDER SAIn all 3IMTM0.7%IVE0.9%ESTX4.2%

and 802 more companies the funds hold

How alike they are

Keep going

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