Grow it · ETFs

ESTX vs IVE

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing ESTX and IVE. IVE has the lower management fee at 0.32% a year, ESTX has the higher 10 years return at 11.2% a year, and ESTX offers the higher at 7.3%.
Lower fee
IVE 0.32% p.a.
Higher 10 years return
ESTX 11.2% p.a.
Higher yield
ESTX 7.3%
Higher risk-adjusted
IVE Sharpe 0.74 (10y)
Lower volatility
IVE 10.3% (10y)
Larger fund
IVE $616m

Side-by-side comparison

Metric ESTX
Global X EURO STOXX 50 ETF
IVE
iShares MSCI EAFE ETF
Snapshot
Provider
Global X
iShares
Tracks index
EURO STOXX 50 Index
MSCI EAFE Index
Categories
Intl, Large-Cap
Intl, Market-Cap
Listed since
2015 (11 yrs)
2014 (12 yrs)
Fund size (AUM)
$484m
$616m
Cost & income
Management fee
0.35%
0.32%
Dividend yield
7.3%
3.59%
Franking
0%
0%
Turnover
5%
5%
Tax drag 2.46% 1.27%
Returns
Tax bracket
1-year return
6.4%
net
9.1%
net
3-year return
16.6%
net
14.9%
net
5-year return
11.8%
net
9.6%
net
10-year return
11.2%
net
9.7%
net
Risk
Volatility (3y)
10.9%
7.6%
Volatility (5y)
13.7%
10%
Volatility (10y)
14.5%
10.3%
Sharpe ratio (3y)
1.09
1.34
Sharpe ratio (5y)
0.64
0.64
Sharpe ratio (10y)
0.66
0.74
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

ESTX Global X EURO STOXX 50 ETF
  • 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.
IVE iShares MSCI EAFE ETF
  • Low-cost: a 0.32% management fee keeps more of the return in your pocket.
  • Pays a useful 3.59% income yield.
  • Cheaper alternatives exist: VEU and IVLU.

Frequently Asked Questions

What's the difference between ESTX vs IVE?

ESTX and IVE are 2 Australian-listed ETFs we compare side by side. IVE carries the lower management fee (0.32%). 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.

Which has the lower fees - ESTX vs IVE?

IVE has the lower management fee at 0.32% a year, versus ESTX 0.35%.

Which has performed higher - ESTX vs IVE?

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.

Which pays the higher dividend yield?

ESTX pays the higher at 7.3%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IVE is the larger fund by assets ($616m). 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.

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