IZZ vs ESTX vs EMXC vs HVLU

  • IZZ
  • ESTX
  • EMXC
  • HVLU

IZZ, ESTX, EMXC and HVLU hold at least 920 companies between them. None is in every one of them, and ESTX and HVLU are the most alike: 10% of each is the same companies.

Side by side

IZZESTXEMXCHVLU
FundiSharesGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.60%0.35%0.25%0.43%
Fund size$463.0m$435.7m$375.0m$61.0m
Holdings5750649249
1Y price return−22.3%−5.3%+34.9%+30.8%
Distribution yield1.92%7.51%1.33%17.13%
Look-through coverage98.4%100.0%99.4%100.0%

Return, last year

change since the start
share of each fund
  • IZZ
  • ESTX
  • EMXC
  • HVLU
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4IZZnot heldESTXnot heldEMXC19.3%HVLUnot held
  • ASML ASML HOLDING NVIn 1 of 4IZZnot heldESTX10.4%EMXCnot heldHVLUnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 4IZZnot heldESTXnot heldEMXC9.5%HVLUnot held
  • 700 Tencent Holdings LtdIn 1 of 4IZZ9.1%ESTXnot heldEMXCnot heldHVLUnot held
  • 939 CHINA CONSTRUCTION BANK CORP HIn 1 of 4IZZ8.9%ESTXnot heldEMXCnot heldHVLUnot held

and 910 more companies the funds hold

How alike they are

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