IVE vs BEMG vs ESTX

  • IVE
  • BEMG
  • ESTX

IVE, BEMG and ESTX hold at least 1,725 companies between them. None is in every one of them, and IVE and ESTX are the most alike: 23% of each is the same companies.

Side by side

IVEBEMGESTX
FundiSharesBetaSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%--0.35%
Fund size$577.0m$188.8m$435.7m
Holdings694116550
1Y price return+2.5%−1.0%only priced since 2026-09-24−5.1%
Distribution yield3.62%Not yet7.51%
Look-through coverage98.5%93.6%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • BEMG
  • ESTX
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IVEnot heldBEMG15.6%ESTXnot held
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%BEMGnot heldESTX10.4%
  • 005930 Samsung Electronics Co LtdIn 1 of 3IVEnot heldBEMG7.5%ESTXnot held
  • 000660 SK HYNIX INCIn 1 of 3IVEnot heldBEMG5.8%ESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3IVE1.1%BEMGnot heldESTX4.5%

and 1,715 more companies the funds hold

How alike they are

Keep going

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