IVLU vs ESTX vs VISM

  • IVLU
  • ESTX
  • VISM

IVLU, ESTX and VISM hold 4,091 companies between them. None is in every one of them, and IVLU and ESTX are the most alike: 9% of each is the same companies.

Side by side

FundiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.32%
Fund size$28.0m$435.7m$753.9m
Holdings408503715
1Y price return--−5.1%+0.4%
Distribution yieldNot yet7.54%8.16%
Look-through coverage99.6%100.0%99.2%

Return, last year

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

and 4,081 more companies the funds hold

How alike they are

Keep going

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