At a glance
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) |
$480m
|
$609m
|
| Cost & income | ||
| Management fee |
0.35%
|
0.32%
|
| Dividend yield |
7.18%
|
3.57%
|
| Franking |
0%
|
0%
|
| Turnover |
5%
|
5%
|
| Tax drag | 2.42% | 1.26% |
| Returns |
Tax bracket
|
|
| 1-year return |
12.1%
net
|
13.8%
net
|
| 3-year return |
14.7%
net
|
13.8%
net
|
| 5-year return |
11.9%
net
|
9.8%
net
|
| 10-year return |
11.4%
net
|
9.8%
net
|
| Risk | ||
| Volatility (3y) |
11.5%
|
7.9%
|
| Volatility (5y) |
13.8%
|
10.1%
|
| Volatility (10y) |
14.5%
|
10.3%
|
| Sharpe ratio (3y) |
0.9
|
1.17
|
| Sharpe ratio (5y) |
0.66
|
0.66
|
| Sharpe ratio (10y) |
0.67
|
0.75
|
| 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.
- Low-cost: a 0.32% management fee keeps more of the return in your pocket.
- Pays a useful 3.57% income yield.
- Cheaper alternatives exist: VEU and IVLU.
Frequently Asked Questions
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 (11.4% a year). The table above breaks down fees, returns, income and risk for each.
IVE has the lower management fee at 0.32% a year, versus ESTX 0.35%.
Over the past 10 years, ESTX has delivered the higher total return at 11.4% a year. Past performance is not a reliable indicator of future returns.
ESTX pays the higher at 7.18%. Remember distributions are taxed each year at your marginal rate.
IVE is the larger fund by assets ($609m). 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.