At a glance
Side-by-side comparison
| Metric |
ESTX
Global X EURO STOXX 50 ETF
|
HEUR
BetaShares Europe ETF - Currency Hedged
|
IEU
iShares Europe ETF
|
VEQ
Vanguard FTSE Europe Shares ETF
|
|---|---|---|---|---|
| Snapshot | ||||
| Provider |
Global X
|
BetaShares
|
iShares
|
Vanguard
|
| Tracks index |
EURO STOXX 50 Index
|
S&P Eurozone Exporters Hedged AUD Index
|
S&P Europe 350 Index
|
FTSE Developed Europe All Cap Index
|
| Categories |
Intl, Large-Cap
|
Intl, Large-Cap, Market-Cap
|
Intl, Large-Cap, Market-Cap
|
Intl, Market-Cap
|
| Listed since |
2015 (11 yrs)
|
—
|
—
|
2015 (11 yrs)
|
| Fund size (AUM) |
$480m
|
$87m
|
$1.2bn
|
$633m
|
| Cost & income | ||||
| Management fee |
0.35%
|
0.56%
|
0.59%
|
0.35%
|
| Dividend yield |
7.18%
|
4.29%
|
8.44%
|
2.18%
|
| Franking |
0%
|
0%
|
0%
|
0%
|
| Turnover |
5%
|
—
|
—
|
4%
|
| Tax drag | 2.42% | 1.37% | 2.7% | 0.79% |
| Returns |
Tax bracket
|
|||
| 1-year return |
12.1%
net
|
20.5%
net
|
12.9%
net
|
12.3%
net
|
| 3-year return |
14.7%
net
|
13.5%
net
|
13.8%
net
|
13.8%
net
|
| 5-year return |
11.9%
net
|
9.4%
net
|
10.2%
net
|
9.5%
net
|
| 10-year return |
11.4%
net
|
10%
net
|
10.1%
net
|
10%
net
|
| Risk | ||||
| Volatility (3y) |
11.5%
|
12.4%
|
9.3%
|
8.9%
|
| Volatility (5y) |
13.8%
|
14.7%
|
11.8%
|
11.9%
|
| Volatility (10y) |
14.5%
|
15.3%
|
12%
|
12.2%
|
| Sharpe ratio (3y) |
0.9
|
0.76
|
1
|
1.04
|
| Sharpe ratio (5y) |
0.66
|
0.47
|
0.62
|
0.56
|
| Sharpe ratio (10y) |
0.67
|
0.56
|
0.68
|
0.66
|
| Bid/ask spread |
—
|
—
|
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Top-16% returns over 5 years (31st of 188 ETFs we track).
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: IVE.
- Top-15% returns over 1 year (47th of 308 ETFs we track).
- Pays a useful 4.29% income yield.
- Pricier than similar ETFs, which average around 0.48%.
- High 8.44% income yield — good for investors who want regular cash flow.
- Pricier than similar ETFs, which average around 0.48%.
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: VEU and IVE.
Frequently Asked Questions
ESTX, HEUR, IEU, and VEQ are 4 Australian-listed ETFs we compare side by side. ESTX carries the lowest management fee (0.35%). Over 10 years, ESTX has delivered the highest total return (11.4% a year). The table above breaks down fees, returns, income and risk for each.
ESTX has the lowest management fee at 0.35% a year, versus HEUR 0.56%, IEU 0.59%, and VEQ 0.35%.
Over the past 10 years, ESTX has delivered the highest total return at 11.4% a year. Past performance is not a reliable indicator of future returns.
IEU pays the highest at 8.44%. Remember distributions are taxed each year at your marginal rate.
IEU is the largest fund by assets ($1.2bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.