IVV vs UYLD vs CETF vs ESTX vs CNEW

  • IVV
  • UYLD
  • CETF
  • ESTX
  • CNEW

IVV, UYLD, CETF, ESTX and CNEW hold 716 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 XVanEckGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.04%0.60%0.60%0.35%0.95%
Fund size$11.9b$13.9m$36.0m$435.7m$81.0m
Holdings5125045150121
1Y price return+9.0%−0.8%−9.8%−5.3%−6.6%
Distribution yield1.00%10.22%2.01%7.51%0.77%
Look-through coverage99.7%99.9%100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • IVV
  • UYLD
  • CETF
  • ESTX
  • CNEW
  • ASML ASML HOLDING NVIn 1 of 5IVVnot heldUYLDnot heldCETFnot heldESTX10.4%CNEWnot held
  • NVDA NVIDIA CORPIn 2 of 5IVV8.3%UYLD8.4%CETFnot heldESTXnot heldCNEWnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 5IVVnot heldUYLDnot heldCETF7.9%ESTXnot heldCNEWnot held
  • AAPL APPLE INCIn 2 of 5IVV7.2%UYLD7.5%CETFnot heldESTXnot heldCNEWnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 5IVVnot heldUYLDnot heldCETF6.4%ESTXnot heldCNEWnot held

and 706 more companies the funds hold

How alike they are

Show the other 6

Keep going

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