IVV vs ESTX vs IVE vs IVLU

  • IVV
  • ESTX
  • IVE
  • IVLU

IVV, ESTX, IVE and IVLU hold at least 1,186 companies between them. None is in every one of them, and IVE and IVLU are the most alike: 33% of each is the same companies.

Side by side

IVVESTXIVEIVLU
FundiSharesGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.04%0.35%0.32%0.25%
Fund size$11.9b$435.7m$577.0m$28.0m
Holdings51250694408
1Y price return+8.6%−5.1%+2.5%--
Distribution yield1.00%7.51%3.62%Not yet
Look-through coverage99.7%100.0%98.5%99.6%

Return, last year

change since the start
share of each fund
  • IVV
  • ESTX
  • IVE
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVV1.8%ESTXnot heldIVEnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 2 of 4IVVnot heldESTX10.4%IVE3.2%IVLUnot held
  • NVDA NVIDIA CORPIn 1 of 4IVV8.3%ESTXnot heldIVEnot heldIVLUnot held
  • AAPL APPLE INCIn 1 of 4IVV7.2%ESTXnot heldIVEnot heldIVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVV5.7%ESTXnot heldIVEnot heldIVLUnot held

and 1,176 more companies the funds hold

How alike they are

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