IVV vs IVLU vs ESTX

  • IVV
  • IVLU
  • ESTX

IVV, IVLU and ESTX hold 829 companies between them. None is in every one of them, and IVV and IVLU are the most alike: 10% of each is the same companies.

Side by side

IVVIVLUESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.04%0.25%0.35%
Fund size$11.9b$28.0m$435.7m
Holdings51240850
1Y price return+8.6%--−5.1%
Distribution yield1.00%Not yet7.51%
Look-through coverage99.7%99.6%100.0%

Return, last year

change since the start
share of each fund
  • IVV
  • IVLU
  • ESTX
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVV1.8%IVLU16.3%ESTXnot held
  • ASML ASML HOLDING NVIn 1 of 3IVVnot heldIVLUnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IVV8.3%IVLUnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 3IVV7.2%IVLUnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVV5.7%IVLUnot heldESTXnot held

and 819 more companies the funds hold

How alike they are

Keep going

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