IVLU vs ESTX vs IVE vs EMXC

  • IVLU
  • ESTX
  • IVE
  • EMXC

IVLU, ESTX, IVE and EMXC hold at least 1,367 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

IVLUESTXIVEEMXC
FundiSharesGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.32%0.25%
Fund size$28.0m$435.7m$577.0m$375.0m
Holdings40850694649
1Y price return--−5.1%+2.5%+34.5%
Distribution yieldNot yet7.51%3.62%1.33%
Look-through coverage99.6%100.0%98.5%99.4%

Return, last year

change since the start
share of each fund
  • IVLU
  • ESTX
  • IVE
  • EMXC
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4IVLUnot heldESTXnot heldIVEnot heldEMXC19.3%
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVLU16.3%ESTXnot heldIVEnot heldEMXCnot held
  • ASML ASML HOLDING NVIn 2 of 4IVLUnot heldESTX10.4%IVE3.2%EMXCnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 4IVLUnot heldESTXnot heldIVEnot heldEMXC9.5%
  • 000660 SK HYNIX INCIn 1 of 4IVLUnot heldESTXnot heldIVEnot heldEMXC7.3%

and 1,357 more companies the funds hold

How alike they are

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