IVLU vs ESTX vs CNEW vs VISM

  • IVLU
  • ESTX
  • CNEW
  • VISM

IVLU, ESTX, CNEW 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

IVLUESTXCNEWVISM
FundiSharesGlobal XVanEckVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.95%0.32%
Fund size$28.0m$435.7m$81.0m$753.9m
Holdings408501213715
1Y price return--−5.1%−6.9%+0.4%
Distribution yieldNot yet7.51%0.77%8.17%
Look-through coverage99.6%100.0%99.9%99.2%

Return, last year

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

and 4,201 more companies the funds hold

How alike they are

Show the other 2

Keep going

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