IVV vs ESTX vs UYLD vs CNEW

  • IVV
  • ESTX
  • UYLD
  • CNEW

IVV, ESTX, UYLD and CNEW hold 673 companies between them. None is in every one of them, and IVV and UYLD are the most alike: 99% of each is the same companies.

Side by side

FundiSharesGlobal XGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.04%0.35%0.60%0.95%
Fund size$11.9b$435.7m$13.9m$81.0m
Holdings51250504121
1Y price return+9.0%−5.3%−0.8%−6.6%
Distribution yield1.00%7.51%10.22%0.77%
Look-through coverage99.7%100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • IVV
  • ESTX
  • UYLD
  • CNEW
  • ASML ASML HOLDING NVIn 1 of 4IVVnot heldESTX10.4%UYLDnot heldCNEWnot held
  • NVDA NVIDIA CORPIn 2 of 4IVV8.3%ESTXnot heldUYLD8.4%CNEWnot held
  • AAPL APPLE INCIn 2 of 4IVV7.2%ESTXnot heldUYLD7.5%CNEWnot held
  • MSFT MICROSOFT CORPIn 2 of 4IVV5.7%ESTXnot heldUYLD5.7%CNEWnot held
  • SIE SIEMENS AG-REGIn 1 of 4IVVnot heldESTX4.5%UYLDnot heldCNEWnot held

and 663 more companies the funds hold

How alike they are

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