IVLU vs VISM vs CETF vs ESTX

  • IVLU
  • VISM
  • CETF
  • ESTX

IVLU, VISM, CETF and ESTX hold 4,141 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

IVLUVISMCETFESTX
FundiSharesVanguardVanEckGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.60%0.35%
Fund size$28.0m$753.9m$36.0m$435.7m
Holdings40837155150
1Y price return--+0.4%−8.6%−5.1%
Distribution yieldNot yet8.17%2.01%7.51%
Look-through coverage99.6%99.2%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IVLU
  • VISM
  • CETF
  • ESTX
  • MU MICRON TECHNOLOGY INCIn 1 of 4IVLU16.3%VISMnot heldCETFnot heldESTXnot held
  • ASML ASML HOLDING NVIn 1 of 4IVLUnot heldVISMnot heldCETFnot heldESTX10.4%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4IVLUnot heldVISMnot heldCETF7.9%ESTXnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4IVLUnot heldVISMnot heldCETF6.4%ESTXnot held
  • 300308 ZHONGJI INNOLI-AIn 1 of 4IVLUnot heldVISMnot heldCETF4.6%ESTXnot held

and 4,131 more companies the funds hold

How alike they are

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