IVLU vs ESTX vs VEQ vs VISM

  • IVLU
  • ESTX
  • VEQ
  • VISM

IVLU, ESTX, VEQ and VISM hold at least 4,449 companies between them. None is in every one of them, and ESTX and VEQ are the most alike: 31% of each is the same companies.

Side by side

IVLUESTXVEQVISM
FundiSharesGlobal XVanguardVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.35%0.32%
Fund size$28.0m$435.7m$539.2m$753.9m
Holdings4085012273715
1Y price return--−5.1%+0.6%+0.4%
Distribution yieldNot yet7.54%2.28%8.16%
Look-through coverage99.6%100.0%99.1%99.2%

Return, last year

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

and 4,439 more companies the funds hold

How alike they are

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