ESTX vs CETF vs IVLU vs IACT vs IVE

  • ESTX
  • CETF
  • IVLU
  • IACT
  • IVE

ESTX, CETF, IVLU, IACT and IVE hold 1,039 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

ESTXCETFIVLUIACTIVE
FundGlobal XVanEckiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.60%0.25%0.45%0.32%
Fund size$435.7m$36.0m$28.0m$258.0m$577.0m
Holdings5051408267694
1Y price return−5.1%−8.6%--+11.4%+2.5%
Distribution yield7.51%2.01%Not yet0.53%3.62%
Look-through coverage100.0%100.0%99.6%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • CETF
  • IVLU
  • IACT
  • IVE
  • MU MICRON TECHNOLOGY INCIn 2 of 5ESTXnot heldCETFnot heldIVLU16.3%IACT2.0%IVEnot held
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%CETFnot heldIVLUnot heldIACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldCETFnot heldIVLUnot heldIACT8.4%IVEnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 5ESTXnot heldCETF7.9%IVLUnot heldIACTnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldCETFnot heldIVLUnot heldIACT7.7%IVEnot held

and 1,029 more companies the funds hold

How alike they are

Show the other 6

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