IVE vs ESTX vs IVLU vs VEQ

  • IVE
  • ESTX
  • IVLU
  • VEQ

IVE, ESTX, IVLU and VEQ hold at least 1,640 companies between them. 21 are in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

IVEESTXIVLUVEQ
FundiSharesGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.25%0.35%
Fund size$577.0m$435.7m$28.0m$539.2m
Holdings694504081227
1Y price return+2.5%−5.1%--+0.6%
Distribution yield3.62%7.51%Not yet2.28%
Look-through coverage98.5%100.0%99.6%99.1%

Return, last year

change since the start
share of each fund
  • IVE
  • ESTX
  • IVLU
  • VEQ
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVEnot heldESTXnot heldIVLU16.3%VEQnot held
  • ASML ASML HOLDING NVIn 3 of 4IVE3.2%ESTX10.4%IVLUnot heldVEQ4.1%
  • SIE SIEMENS AG-REGIn 3 of 4IVE1.1%ESTX4.5%IVLUnot heldVEQ1.5%
  • SAN BANCO SANTANDER SAIn all 4IVE0.9%ESTX4.2%IVLU0.7%VEQ1.3%
  • SAP SAP SEIn 3 of 4IVE1.0%ESTX4.1%IVLUnot heldVEQ1.4%

and 1,630 more companies the funds hold

How alike they are

Show the other 2

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