IVE vs ESTX vs VEQ vs IVLU

  • IVE
  • ESTX
  • VEQ
  • IVLU

IVE, ESTX, VEQ and IVLU 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

IVEESTXVEQIVLU
FundiSharesGlobal XVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.35%0.25%
Fund size$577.0m$435.7m$539.2m$28.0m
Holdings694501227408
1Y price return+2.5%−5.1%+0.6%--
Distribution yield3.62%7.51%2.28%Not yet
Look-through coverage98.5%100.0%99.1%99.6%

Return, last year

change since the start
share of each fund
  • IVE
  • ESTX
  • VEQ
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVEnot heldESTXnot heldVEQnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 3 of 4IVE3.2%ESTX10.4%VEQ4.1%IVLUnot held
  • SIE SIEMENS AG-REGIn 3 of 4IVE1.1%ESTX4.5%VEQ1.5%IVLUnot held
  • SAN BANCO SANTANDER SAIn all 4IVE0.9%ESTX4.2%VEQ1.3%IVLU0.7%
  • SAP SAP SEIn 3 of 4IVE1.0%ESTX4.1%VEQ1.4%IVLUnot held

and 1,630 more companies the funds hold

How alike they are

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