IVE vs IVV vs ESTX vs CETF

  • IVE
  • IVV
  • ESTX
  • CETF

IVE, IVV, ESTX and CETF hold 1,210 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

IVEIVVESTXCETF
FundiSharesiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.04%0.35%0.60%
Fund size$577.0m$11.9b$435.7m$36.0m
Holdings6945125051
1Y price return+2.5%+8.6%−5.1%−8.6%
Distribution yield3.62%1.00%7.51%2.01%
Look-through coverage98.5%99.7%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • IVV
  • ESTX
  • CETF
  • ASML ASML HOLDING NVIn 2 of 4IVE3.2%IVVnot heldESTX10.4%CETFnot held
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldIVV8.3%ESTXnot heldCETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4IVEnot heldIVVnot heldESTXnot heldCETF7.9%
  • AAPL APPLE INCIn 1 of 4IVEnot heldIVV7.2%ESTXnot heldCETFnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4IVEnot heldIVVnot heldESTXnot heldCETF6.4%

and 1,200 more companies the funds hold

How alike they are

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