IVLU vs CNEW vs ESTX vs IVE

  • IVLU
  • CNEW
  • ESTX
  • IVE

IVLU, CNEW, ESTX and IVE hold at least 896 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

IVLUCNEWESTXIVE
FundiSharesVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.95%0.35%0.32%
Fund size$28.0m$81.0m$435.7m$577.0m
Holdings40812150694
1Y price return--−6.9%−5.1%+2.5%
Distribution yieldNot yet0.77%7.51%3.62%
Look-through coverage99.6%99.9%100.0%98.5%

Return, last year

change since the start
share of each fund
  • IVLU
  • CNEW
  • ESTX
  • IVE
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVLU16.3%CNEWnot heldESTXnot heldIVEnot held
  • ASML ASML HOLDING NVIn 2 of 4IVLUnot heldCNEWnot heldESTX10.4%IVE3.2%
  • SIE SIEMENS AG-REGIn 2 of 4IVLUnot heldCNEWnot heldESTX4.5%IVE1.1%
  • SAN BANCO SANTANDER SAIn 3 of 4IVLU0.7%CNEWnot heldESTX4.2%IVE0.9%
  • SAP SAP SEIn 2 of 4IVLUnot heldCNEWnot heldESTX4.1%IVE1.0%

and 886 more companies the funds hold

How alike they are

Show the other 2

Keep going

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