IVE vs ESTX vs EXUS vs HVLU

  • IVE
  • ESTX
  • EXUS
  • HVLU

IVE, ESTX, EXUS and HVLU hold 1,115 companies between them. 19 are in every one of them, and IVE and EXUS are the most alike: 76% of each is the same companies.

Side by side

IVEESTXEXUSHVLU
FundiSharesGlobal XBetaSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.14%0.43%
Fund size$577.0m$435.7m--$61.0m
Holdings69450877249
1Y price return+2.3%−5.3%+5.1%only priced since 2025-11-09+30.8%
Distribution yield3.62%7.51%Not yet17.13%
Look-through coverage98.5%100.0%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • ESTX
  • EXUS
  • HVLU
  • ASML ASML HOLDING NVIn 3 of 4IVE3.2%ESTX10.4%EXUS2.9%HVLUnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVEnot heldESTXnot heldEXUSnot heldHVLU4.9%
  • SIE SIEMENS AG-REGIn 3 of 4IVE1.1%ESTX4.5%EXUS1.0%HVLUnot held
  • SAN BANCO SANTANDER SAIn all 4IVE0.9%ESTX4.2%EXUS0.9%HVLU0.8%
  • SAP SAP SEIn 3 of 4IVE1.0%ESTX4.1%EXUS0.9%HVLUnot held

and 1,105 more companies the funds hold

How alike they are

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