UYLD vs IVE vs ESTX

  • UYLD
  • IVE
  • ESTX

UYLD, IVE and ESTX hold at least 1,160 companies between them. None is in every one of them, and IVE and ESTX are the most alike: 23% of each is the same companies.

Side by side

UYLDIVEESTX
FundGlobal XiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.60%0.32%0.35%
Fund size$13.9m$577.0m$435.7m
Holdings50469450
1Y price return−1.7%+2.5%−5.1%
Distribution yield10.22%3.62%7.51%
Look-through coverage99.9%98.5%100.0%

Return, last year

change since the start
share of each fund
  • UYLD
  • IVE
  • ESTX
  • ASML ASML HOLDING NVIn 2 of 3UYLDnot heldIVE3.2%ESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3UYLD8.4%IVEnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 3UYLD7.5%IVEnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 3UYLD5.7%IVEnot heldESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3UYLDnot heldIVE1.1%ESTX4.5%

and 1,150 more companies the funds hold

How alike they are

Keep going

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