CNEW vs ESTX vs IACT vs HVLU

  • CNEW
  • ESTX
  • IACT
  • HVLU

CNEW, ESTX, IACT and HVLU hold 622 companies between them. None is in every one of them, and ESTX and HVLU are the most alike: 10% of each is the same companies.

Side by side

CNEWESTXIACTHVLU
FundVanEckGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.95%0.35%0.45%0.43%
Fund size$81.0m$435.7m$258.0m$61.0m
Holdings12150267249
1Y price return−6.6%−5.3%+11.4%+30.8%
Distribution yield0.77%7.51%0.53%17.13%
Look-through coverage99.9%100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • CNEW
  • ESTX
  • IACT
  • HVLU
  • ASML ASML HOLDING NVIn 1 of 4CNEWnot heldESTX10.4%IACTnot heldHVLUnot held
  • NVDA NVIDIA CORPIn 1 of 4CNEWnot heldESTXnot heldIACT8.4%HVLUnot held
  • AAPL APPLE INCIn 1 of 4CNEWnot heldESTXnot heldIACT7.7%HVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 4CNEWnot heldESTXnot heldIACT4.9%HVLUnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 4CNEWnot heldESTXnot heldIACT2.0%HVLU4.9%

and 612 more companies the funds hold

How alike they are

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