IVE vs IVV vs ESTX

  • IVE
  • IVV
  • ESTX

IVE, IVV and ESTX hold at least 1,160 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

IVEIVVESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.35%
Fund size$577.0m$11.9b$435.7m
Holdings69451250
1Y price return+2.5%+8.6%−5.1%
Distribution yield3.62%1.00%7.51%
Look-through coverage98.5%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • ESTX
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%IVVnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldIVV8.3%ESTXnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldIVV7.2%ESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldIVV5.7%ESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3IVE1.1%IVVnot heldESTX4.5%

and 1,150 more companies the funds hold

How alike they are

Keep going

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