CNEW vs HVLU vs ESTX vs IACT

  • CNEW
  • HVLU
  • ESTX
  • IACT

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

Side by side

CNEWHVLUESTXIACT
FundVanEckVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.95%0.43%0.35%0.45%
Fund size$81.0m$61.0m$435.7m$258.0m
Holdings12124950267
1Y price return−6.6%+30.8%−5.3%+11.4%
Distribution yield0.77%17.13%7.51%0.53%
Look-through coverage99.9%100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • CNEW
  • HVLU
  • ESTX
  • IACT
  • ASML ASML HOLDING NVIn 1 of 4CNEWnot heldHVLUnot heldESTX10.4%IACTnot held
  • NVDA NVIDIA CORPIn 1 of 4CNEWnot heldHVLUnot heldESTXnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4CNEWnot heldHVLUnot heldESTXnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 1 of 4CNEWnot heldHVLUnot heldESTXnot heldIACT4.9%
  • MU MICRON TECHNOLOGY INCIn 2 of 4CNEWnot heldHVLU4.9%ESTXnot heldIACT2.0%

and 612 more companies the funds hold

How alike they are

Show the other 2

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