IVE vs ESTX vs HVLU vs VISM

  • IVE
  • ESTX
  • HVLU
  • VISM

IVE, ESTX, HVLU and VISM hold at least 4,426 companies between them. None is in every one of them, and IVE and HVLU are the most alike: 27% of each is the same companies.

Side by side

IVEESTXHVLUVISM
FundiSharesGlobal XVanEckVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.43%0.32%
Fund size$577.0m$435.7m$61.0m$753.9m
Holdings694502493715
1Y price return+2.5%−5.1%+31.6%+0.4%
Distribution yield3.62%7.51%17.13%8.17%
Look-through coverage98.5%100.0%100.0%99.2%

Return, last year

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

and 4,416 more companies the funds hold

How alike they are

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