IVE vs ESTX vs VISM vs HVLU

  • IVE
  • ESTX
  • VISM
  • HVLU

IVE, ESTX, VISM and HVLU 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

IVEESTXVISMHVLU
FundiSharesGlobal XVanguardVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.32%0.43%
Fund size$577.0m$435.7m$753.9m$61.0m
Holdings694503715249
1Y price return+2.5%−5.1%+0.4%+31.6%
Distribution yield3.62%7.51%8.17%17.13%
Look-through coverage98.5%100.0%99.2%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • ESTX
  • VISM
  • HVLU
  • ASML ASML HOLDING NVIn 2 of 4IVE3.2%ESTX10.4%VISMnot heldHVLUnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVEnot heldESTXnot heldVISMnot heldHVLU4.9%
  • SIE SIEMENS AG-REGIn 2 of 4IVE1.1%ESTX4.5%VISMnot heldHVLUnot held
  • SAN BANCO SANTANDER SAIn 3 of 4IVE0.9%ESTX4.2%VISMnot heldHVLU0.8%
  • SAP SAP SEIn 2 of 4IVE1.0%ESTX4.1%VISMnot heldHVLUnot held

and 4,416 more companies the funds hold

How alike they are

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