IVV vs IVLU vs IVE vs ESTX

  • IVV
  • IVLU
  • IVE
  • ESTX

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

Side by side

FundiSharesiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.04%0.25%0.32%0.35%
Fund size$11.9b$28.0m$577.0m$435.7m
Holdings51240869450
1Y price return+8.6%--+2.5%−5.1%
Distribution yield1.00%Not yet3.62%7.51%
Look-through coverage99.7%99.6%98.5%100.0%

Return, last year

change since the start
share of each fund
  • IVV
  • IVLU
  • IVE
  • ESTX
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVV1.8%IVLU16.3%IVEnot heldESTXnot held
  • ASML ASML HOLDING NVIn 2 of 4IVVnot heldIVLUnot heldIVE3.2%ESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 4IVV8.3%IVLUnot heldIVEnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 4IVV7.2%IVLUnot heldIVEnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVV5.7%IVLUnot heldIVEnot heldESTXnot held

and 1,176 more companies the funds hold

How alike they are

Show the other 2

Keep going

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