ESTX vs GARP vs IACT

  • ESTX
  • GARP
  • IACT

ESTX, GARP and IACT hold 472 companies between them. None is in every one of them, and GARP and IACT are the most alike: 28% of each is the same companies.

Side by side

ESTXGARPIACT
FundGlobal XGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.45%
Fund size$435.7m$131.6m$258.0m
Holdings50220267
1Y price return−5.1%−2.6%+11.4%
Distribution yield7.51%5.90%0.53%
Look-through coverage100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • GARP
  • IACT
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%GARP3.1%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 3ESTXnot heldGARP5.5%IACT8.4%
  • AAPL APPLE INCIn 1 of 3ESTXnot heldGARPnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 3ESTXnot heldGARP6.2%IACT4.9%
  • META META PLATFORMS INCIn 2 of 3ESTXnot heldGARP6.1%IACT2.8%

and 462 more companies the funds hold

How alike they are

Keep going

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