IZZ vs ESTX vs IWLD

  • IZZ
  • ESTX
  • IWLD

IZZ, ESTX and IWLD hold at least 670 companies between them. None is in every one of them, and ESTX and IWLD are the most alike: 5% of each is the same companies.

Side by side

IZZESTXIWLD
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.60%0.35%0.09%
Fund size$463.0m$435.7m$1.5b
Holdings5750618
1Y price return−22.3%−5.3%+7.7%
Distribution yield1.92%7.51%1.32%
Look-through coverage98.4%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IZZ
  • ESTX
  • IWLD
  • NVDA NVIDIA CORPIn 1 of 3IZZnot heldESTXnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn 2 of 3IZZnot heldESTX10.4%IWLD1.6%
  • 700 Tencent Holdings LtdIn 1 of 3IZZ9.1%ESTXnot heldIWLDnot held
  • 939 CHINA CONSTRUCTION BANK CORP HIn 1 of 3IZZ8.9%ESTXnot heldIWLDnot held
  • 9988 ALIBABA GROUP HOLDINGIn 1 of 3IZZ8.9%ESTXnot heldIWLDnot held

and 660 more companies the funds hold

How alike they are

Keep going

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