IVE vs VISM vs ESTX

  • IVE
  • VISM
  • ESTX

IVE, VISM and ESTX 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

IVEVISMESTX
FundiSharesVanguardGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.32%0.35%
Fund size$577.0m$753.9m$435.7m
Holdings694371550
1Y price return+2.5%+0.4%−5.1%
Distribution yield3.62%8.17%7.51%
Look-through coverage98.5%99.2%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • VISM
  • ESTX
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%VISMnot heldESTX10.4%
  • SIE SIEMENS AG-REGIn 2 of 3IVE1.1%VISMnot heldESTX4.5%
  • SAN BANCO SANTANDER SAIn 2 of 3IVE0.9%VISMnot heldESTX4.2%
  • SAP SAP SEIn 2 of 3IVE1.0%VISMnot heldESTX4.1%
  • TTE TOTALENERGIES SEIn 2 of 3IVE0.8%VISMnot heldESTX4.1%

and 4,319 more companies the funds hold

How alike they are

Keep going

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