IVV vs IVE vs ESTX

  • IVV
  • IVE
  • ESTX

IVV, IVE and ESTX hold at least 1,160 companies between them. None is in every one of them, and IVE and ESTX are the most alike: 23% of each is the same companies.

Side by side

IVVIVEESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.04%0.32%0.35%
Fund size$11.9b$577.0m$435.7m
Holdings51269450
1Y price return+9.0%+2.3%−5.3%
Distribution yield1.00%3.62%7.51%
Look-through coverage99.7%98.5%100.0%

Return, last year

change since the start
share of each fund
  • IVV
  • IVE
  • ESTX
  • ASML ASML HOLDING NVIn 2 of 3IVVnot heldIVE3.2%ESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IVV8.3%IVEnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 3IVV7.2%IVEnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVV5.7%IVEnot heldESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3IVVnot heldIVE1.1%ESTX4.5%

and 1,150 more companies the funds hold

How alike they are

Keep going

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