IVLU vs ESTX

  • IVLU
  • ESTX

IVLU and ESTX hold 419 companies between them. 21 are in both, and 9% of each fund is the same companies.

In both · 9%IVLU only · 91%

Side by side

IVLUESTX
FundiSharesGlobal X
Asset classInternational sharesInternational shares
Fee a year0.25%0.35%
Fund size$28.0m$435.7m
Holdings40850
1Y price return--−5.3%
Distribution yieldNot yet7.51%
Look-through coverage99.6%100.0%

Return, last year

change since the start
share of each fund
  • IVLU
  • ESTX
  • MU MICRON TECHNOLOGY INCIn 1 of 2IVLU16.3%ESTXnot held
  • ASML ASML HOLDING NVIn 1 of 2IVLUnot heldESTX10.4%
  • SIE SIEMENS AG-REGIn 1 of 2IVLUnot heldESTX4.5%
  • SAN BANCO SANTANDER SAIn all 2IVLU0.7%ESTX4.2%
  • SAP SAP SEIn 1 of 2IVLUnot heldESTX4.1%

and 409 more companies the funds hold

How alike they are

Keep going

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