ESTX vs ESGI vs IACT vs IVE

  • ESTX
  • ESGI
  • IACT
  • IVE

ESTX, ESGI, IACT and IVE hold at least 952 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXESGIIACTIVE
FundGlobal XVanEckiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.55%0.45%0.32%
Fund size$435.7m$217.0m$258.0m$577.0m
Holdings50139267694
1Y price return−5.1%+3.8%+11.4%+2.5%
Distribution yield7.51%2.68%0.53%3.62%
Look-through coverage100.0%98.8%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • ESGI
  • IACT
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%ESGI5.8%IACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldESGInot heldIACT8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldESGInot heldIACT7.7%IVEnot held
  • AMAT APPLIED MATERIALS INCIn 2 of 4ESTXnot heldESGI5.8%IACT1.3%IVEnot held
  • PANW PALO ALTO NETWORKS INCIn 2 of 4ESTXnot heldESGI5.6%IACT0.3%IVEnot held

and 942 more companies the funds hold

How alike they are

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