IVLU vs CNEW vs ESTX vs VISM

  • IVLU
  • CNEW
  • ESTX
  • VISM

IVLU, CNEW, ESTX and VISM hold 4,211 companies between them. None is in every one of them, and IVLU and ESTX are the most alike: 9% of each is the same companies.

Side by side

IVLUCNEWESTXVISM
FundiSharesVanEckGlobal XVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.95%0.35%0.32%
Fund size$28.0m$81.0m$435.7m$753.9m
Holdings408121503715
1Y price return--−6.9%−5.1%+0.4%
Distribution yieldNot yet0.77%7.51%8.17%
Look-through coverage99.6%99.9%100.0%99.2%

Return, last year

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

and 4,201 more companies the funds hold

How alike they are

Show the other 2

Keep going

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