IVV vs IWLD vs ESTX

  • IVV
  • IWLD
  • ESTX

IVV, IWLD and ESTX 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

IVVIWLDESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.04%0.09%0.35%
Fund size$11.9b$1.5b$435.7m
Holdings51261850
1Y price return+8.6%+7.4%−5.1%
Distribution yield1.00%1.32%7.51%
Look-through coverage99.7%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IVV
  • IWLD
  • ESTX
  • NVDA NVIDIA CORPIn 2 of 3IVV8.3%IWLD11.6%ESTXnot held
  • ASML ASML HOLDING NVIn 2 of 3IVVnot heldIWLD1.6%ESTX10.4%
  • MSFT MICROSOFT CORPIn 2 of 3IVV5.7%IWLD8.0%ESTXnot held
  • AAPL APPLE INCIn 1 of 3IVV7.2%IWLDnot heldESTXnot held
  • SIE SIEMENS AG-REGIn 1 of 3IVVnot heldIWLDnot heldESTX4.5%

and 886 more companies the funds hold

How alike they are

Keep going

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