IVE vs VTS vs ESTX

  • IVE
  • VTS
  • ESTX

IVE, VTS and ESTX hold at least 4,040 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

IVEVTSESTX
FundiSharesVanguardGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.03%0.35%
Fund size$577.0m$6.3b$435.7m
Holdings694350150
1Y price return+2.5%+8.2%−5.1%
Distribution yield3.62%1.04%7.51%
Look-through coverage98.5%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • VTS
  • ESTX
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%VTSnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldVTS6.9%ESTXnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldVTS6.3%ESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldVTS5.1%ESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3IVE1.1%VTSnot heldESTX4.5%

and 4,030 more companies the funds hold

How alike they are

Keep going

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