IVE vs CNEW vs ESTX vs IVLU

  • IVE
  • CNEW
  • ESTX
  • IVLU

IVE, CNEW, ESTX and IVLU hold at least 896 companies between them. None is in every one of them, and IVE and IVLU are the most alike: 33% of each is the same companies.

Side by side

IVECNEWESTXIVLU
FundiSharesVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.95%0.35%0.25%
Fund size$577.0m$81.0m$435.7m$28.0m
Holdings69412150408
1Y price return+2.5%−6.9%−5.1%--
Distribution yield3.62%0.77%7.51%Not yet
Look-through coverage98.5%99.9%100.0%99.6%

Return, last year

change since the start
share of each fund
  • IVE
  • CNEW
  • ESTX
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVEnot heldCNEWnot heldESTXnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 2 of 4IVE3.2%CNEWnot heldESTX10.4%IVLUnot held
  • SIE SIEMENS AG-REGIn 2 of 4IVE1.1%CNEWnot heldESTX4.5%IVLUnot held
  • SAN BANCO SANTANDER SAIn 3 of 4IVE0.9%CNEWnot heldESTX4.2%IVLU0.7%
  • SAP SAP SEIn 2 of 4IVE1.0%CNEWnot heldESTX4.1%IVLUnot held

and 886 more companies the funds hold

How alike they are

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