IVHG vs ESTX vs VISM

  • IVHG
  • ESTX
  • VISM

IVHG, ESTX and VISM hold 4,092 companies between them. None is in every one of them, and IVHG and ESTX are the most alike: 9% of each is the same companies.

Side by side

FundiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.35%0.32%
Fund size$4.0m$435.7m$753.9m
Holdings439503715
1Y price return--−5.3%+0.3%
Distribution yieldNot yet7.51%8.17%
Look-through coverage99.5%100.0%99.2%

Return, last year

change since the start
share of each fund
  • IVHG
  • ESTX
  • VISM
  • MU MICRON TECHNOLOGY INCIn 1 of 3IVHG16.3%ESTXnot heldVISMnot held
  • ASML ASML HOLDING NVIn 1 of 3IVHGnot heldESTX10.4%VISMnot held
  • SIE SIEMENS AG-REGIn 1 of 3IVHGnot heldESTX4.5%VISMnot held
  • SAN BANCO SANTANDER SAIn 2 of 3IVHG0.7%ESTX4.2%VISMnot held
  • SAP SAP SEIn 1 of 3IVHGnot heldESTX4.1%VISMnot held

and 4,082 more companies the funds hold

How alike they are

Keep going

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