At a glance
Side-by-side comparison
| Metric |
ESTX
Global X EURO STOXX 50 ETF
|
IEU
iShares Europe ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
Global X
|
iShares
|
| Tracks index |
EURO STOXX 50 Index
|
S&P Europe 350 Index
|
| Categories |
Intl, Large-Cap
|
Intl, Large-Cap, Market-Cap
|
| Listed since |
2015 (11 yrs)
|
—
|
| Fund size (AUM) |
$484m
|
$1.3bn
|
| Cost & income | ||
| Management fee |
0.35%
|
0.59%
|
| Dividend yield |
7.3%
|
8.64%
|
| Franking |
0%
|
0%
|
| Turnover |
5%
|
—
|
| Tax drag | 2.46% | 2.76% |
| Returns |
Tax bracket
|
|
| 1-year return |
6.4%
net
|
6.9%
net
|
| 3-year return |
16.6%
net
|
14.4%
net
|
| 5-year return |
11.8%
net
|
10.1%
net
|
| 10-year return |
11.2%
net
|
9.8%
net
|
| Risk | ||
| Volatility (3y) |
10.9%
|
9.1%
|
| Volatility (5y) |
13.7%
|
11.7%
|
| Volatility (10y) |
14.5%
|
12%
|
| Sharpe ratio (3y) |
1.09
|
1.08
|
| Sharpe ratio (5y) |
0.64
|
0.6
|
| Sharpe ratio (10y) |
0.66
|
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-21% returns over 5 years (39th of 189 ETFs we track).
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: IVE.
- High 8.64% income yield — good for investors who want regular cash flow.
- Pricier than similar ETFs, which average around 0.48%.
Frequently Asked Questions
ESTX and IEU are 2 Australian-listed ETFs we compare side by side. ESTX carries the lower management fee (0.35%). Over 10 years, ESTX has delivered the higher total return (11.2% a year). The table above breaks down fees, returns, income and risk for each.
ESTX has the lower management fee at 0.35% a year, versus IEU 0.59%.
Over the past 10 years, ESTX has delivered the higher total return at 11.2% a year. Past performance is not a reliable indicator of future returns.
IEU pays the higher at 8.64%. Remember distributions are taxed each year at your marginal rate.
IEU is the larger fund by assets ($1.3bn). 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.