IVLU vs ESTX vs VEQ

  • IVLU
  • ESTX
  • VEQ

IVLU, ESTX and VEQ hold 1,465 companies between them. 21 are in every one of them, and ESTX and VEQ are the most alike: 31% of each is the same companies.

Side by side

IVLUESTXVEQ
FundiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.35%
Fund size$28.0m$435.7m$539.2m
Holdings408501227
1Y price return--−5.1%+0.6%
Distribution yieldNot yet7.51%2.28%
Look-through coverage99.6%100.0%99.1%

Return, last year

change since the start
share of each fund
  • IVLU
  • ESTX
  • VEQ
  • MU MICRON TECHNOLOGY INCIn 1 of 3IVLU16.3%ESTXnot heldVEQnot held
  • ASML ASML HOLDING NVIn 2 of 3IVLUnot heldESTX10.4%VEQ4.1%
  • SIE SIEMENS AG-REGIn 2 of 3IVLUnot heldESTX4.5%VEQ1.5%
  • SAN BANCO SANTANDER SAIn all 3IVLU0.7%ESTX4.2%VEQ1.3%
  • SAP SAP SEIn 2 of 3IVLUnot heldESTX4.1%VEQ1.4%

and 1,455 more companies the funds hold

How alike they are

Keep going

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