IVV vs ESTX vs IWLD

  • IVV
  • ESTX
  • IWLD

IVV, ESTX and IWLD hold 896 companies between them. None is in every one of them, and IVV and IWLD are the most alike: 50% of each is the same companies.

Side by side

IVVESTXIWLD
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.04%0.35%0.09%
Fund size$11.9b$435.7m$1.5b
Holdings51250618
1Y price return+8.6%−5.1%+7.4%
Distribution yield1.00%7.51%1.32%
Look-through coverage99.7%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IVV
  • ESTX
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 3IVV8.3%ESTXnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn 2 of 3IVVnot heldESTX10.4%IWLD1.6%
  • MSFT MICROSOFT CORPIn 2 of 3IVV5.7%ESTXnot heldIWLD8.0%
  • AAPL APPLE INCIn 1 of 3IVV7.2%ESTXnot heldIWLDnot held
  • SIE SIEMENS AG-REGIn 1 of 3IVVnot heldESTX4.5%IWLDnot held

and 886 more companies the funds hold

How alike they are

Keep going

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