IVE vs ESTX vs VISM

  • IVE
  • ESTX
  • VISM

IVE, ESTX and VISM hold at least 4,329 companies between them. None is in every one of them, and IVE and ESTX are the most alike: 23% of each is the same companies.

Side by side

IVEESTXVISM
FundiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.32%
Fund size$577.0m$435.7m$753.9m
Holdings694503715
1Y price return+2.3%−5.3%+0.3%
Distribution yield3.62%7.51%8.17%
Look-through coverage98.5%100.0%99.2%

Return, last year

change since the start
share of each fund
  • IVE
  • ESTX
  • VISM
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%ESTX10.4%VISMnot held
  • SIE SIEMENS AG-REGIn 2 of 3IVE1.1%ESTX4.5%VISMnot held
  • SAN BANCO SANTANDER SAIn 2 of 3IVE0.9%ESTX4.2%VISMnot held
  • SAP SAP SEIn 2 of 3IVE1.0%ESTX4.1%VISMnot held
  • TTE TOTALENERGIES SEIn 2 of 3IVE0.8%ESTX4.1%VISMnot held

and 4,319 more companies the funds hold

How alike they are

Keep going

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