ESTX vs GARP vs IACT vs CETF

  • ESTX
  • GARP
  • IACT
  • CETF

ESTX, GARP, IACT and CETF hold 522 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

ESTXGARPIACTCETF
FundGlobal XGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.45%0.60%
Fund size$435.7m$131.6m$258.0m$36.0m
Holdings5022026751
1Y price return−5.1%−2.6%+11.4%−8.6%
Distribution yield7.54%5.92%0.53%2.04%
Look-through coverage100.0%100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • ESTX
  • GARP
  • IACT
  • CETF
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%GARP3.1%IACTnot heldCETFnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldGARP5.5%IACT8.4%CETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESTXnot heldGARPnot heldIACTnot heldCETF7.9%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldGARPnot heldIACT7.7%CETFnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4ESTXnot heldGARPnot heldIACTnot heldCETF6.4%

and 512 more companies the funds hold

How alike they are

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