IVE vs ESTX

  • IVE
  • ESTX

IVE and ESTX hold at least 657 companies between them. 49 are in both, and 23% of each fund is the same companies.

In both · 23%IVE only · 77%

Side by side

FundiSharesGlobal X
Asset classInternational sharesInternational shares
Fee a year0.32%0.35%
Fund size$577.0m$435.7m
Holdings69450
1Y price return+2.3%−5.3%
Distribution yield3.62%7.51%
Look-through coverage98.5%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • ESTX
  • ASML ASML HOLDING NVIn all 2IVE3.2%ESTX10.4%
  • SIE SIEMENS AG-REGIn all 2IVE1.1%ESTX4.5%
  • SAN BANCO SANTANDER SAIn all 2IVE0.9%ESTX4.2%
  • SAP SAP SEIn all 2IVE1.0%ESTX4.1%
  • TTE TOTALENERGIES SEIn all 2IVE0.8%ESTX4.1%

and 647 more companies the funds hold

How alike they are

Keep going

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