IVHG vs ESTX vs VISM vs IVLU

  • IVHG
  • ESTX
  • VISM
  • IVLU

IVHG, ESTX, VISM and IVLU hold 4,092 companies between them. None is in every one of them, and IVHG and IVLU are the most alike: 99% of each is the same companies.

Side by side

IVHGESTXVISMIVLU
FundiSharesGlobal XVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.28%0.35%0.32%0.25%
Fund size$4.0m$435.7m$753.9m$28.0m
Holdings439503715408
1Y price return--−5.3%+0.3%--
Distribution yieldNot yet7.51%8.17%Not yet
Look-through coverage99.5%100.0%99.2%99.6%

Return, last year

change since the start
share of each fund
  • IVHG
  • ESTX
  • VISM
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVHG16.3%ESTXnot heldVISMnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 1 of 4IVHGnot heldESTX10.4%VISMnot heldIVLUnot held
  • SIE SIEMENS AG-REGIn 1 of 4IVHGnot heldESTX4.5%VISMnot heldIVLUnot held
  • SAN BANCO SANTANDER SAIn 3 of 4IVHG0.7%ESTX4.2%VISMnot heldIVLU0.7%
  • SAP SAP SEIn 1 of 4IVHGnot heldESTX4.1%VISMnot heldIVLUnot held

and 4,082 more companies the funds hold

How alike they are

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Keep going

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