IVLU vs ESTX vs IVE vs HVLU

  • IVLU
  • ESTX
  • IVE
  • HVLU

IVLU, ESTX, IVE and HVLU hold 780 companies between them. 19 are in every one of them, and IVLU and HVLU are the most alike: 71% of each is the same companies.

Side by side

IVLUESTXIVEHVLU
FundiSharesGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.32%0.43%
Fund size$28.0m$435.7m$577.0m$61.0m
Holdings40850694249
1Y price return--−5.1%+2.5%+31.6%
Distribution yieldNot yet7.51%3.62%17.13%
Look-through coverage99.6%100.0%98.5%100.0%

Return, last year

change since the start
share of each fund
  • IVLU
  • ESTX
  • IVE
  • HVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVLU16.3%ESTXnot heldIVEnot heldHVLU4.9%
  • ASML ASML HOLDING NVIn 2 of 4IVLUnot heldESTX10.4%IVE3.2%HVLUnot held
  • SIE SIEMENS AG-REGIn 2 of 4IVLUnot heldESTX4.5%IVE1.1%HVLUnot held
  • SAN BANCO SANTANDER SAIn all 4IVLU0.7%ESTX4.2%IVE0.9%HVLU0.8%
  • SAP SAP SEIn 2 of 4IVLUnot heldESTX4.1%IVE1.0%HVLUnot held

and 770 more companies the funds hold

How alike they are

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