IVE vs IVLU vs ESTX vs CNEW

  • IVE
  • IVLU
  • ESTX
  • CNEW

IVE, IVLU, ESTX and CNEW hold at least 896 companies between them. None is in every one of them, and IVE and IVLU are the most alike: 33% of each is the same companies.

Side by side

IVEIVLUESTXCNEW
FundiSharesiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.25%0.35%0.95%
Fund size$577.0m$28.0m$435.7m$81.0m
Holdings69440850121
1Y price return+2.5%--−5.1%−6.9%
Distribution yield3.62%Not yet7.51%0.77%
Look-through coverage98.5%99.6%100.0%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • IVLU
  • ESTX
  • CNEW
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVEnot heldIVLU16.3%ESTXnot heldCNEWnot held
  • ASML ASML HOLDING NVIn 2 of 4IVE3.2%IVLUnot heldESTX10.4%CNEWnot held
  • SIE SIEMENS AG-REGIn 2 of 4IVE1.1%IVLUnot heldESTX4.5%CNEWnot held
  • SAN BANCO SANTANDER SAIn 3 of 4IVE0.9%IVLU0.7%ESTX4.2%CNEWnot held
  • SAP SAP SEIn 2 of 4IVE1.0%IVLUnot heldESTX4.1%CNEWnot held

and 886 more companies the funds hold

How alike they are

Show the other 2

Keep going

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