ESTX vs ETHI vs IVE vs IACT

  • ESTX
  • ETHI
  • IVE
  • IACT

ESTX, ETHI, IVE and IACT hold 992 companies between them. None is in every one of them, and ETHI and IACT are the most alike: 24% of each is the same companies.

Side by side

ESTXETHIIVEIACT
FundGlobal XBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.59%0.32%0.45%
Fund size$435.7m--$577.0m$258.0m
Holdings50212694267
1Y price return−5.1%+3.5%+2.5%+11.4%
Distribution yield7.51%1.77%3.62%0.53%
Look-through coverage100.0%99.8%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • ETHI
  • IVE
  • IACT
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%ETHI3.8%IVE3.2%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldETHI4.4%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 2 of 4ESTXnot heldETHI4.4%IVEnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldETHInot heldIVEnot heldIACT4.9%
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%ETHInot heldIVE1.1%IACTnot held

and 982 more companies the funds hold

How alike they are

Show the other 2

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