IVLU vs ESTX vs IVE vs VISM

  • IVLU
  • ESTX
  • IVE
  • VISM

IVLU, ESTX, IVE and VISM hold at least 4,448 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

FundiSharesGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.32%0.32%
Fund size$28.0m$435.7m$577.0m$753.9m
Holdings408506943715
1Y price return--−5.1%+2.5%+0.4%
Distribution yieldNot yet7.51%3.62%8.17%
Look-through coverage99.6%100.0%98.5%99.2%

Return, last year

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

and 4,438 more companies the funds hold

How alike they are

Show the other 2

Keep going

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