ESTX vs GARP vs IACT vs IVE

  • ESTX
  • GARP
  • IACT
  • IVE

ESTX, GARP, IACT and IVE hold 992 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

ESTXGARPIACTIVE
FundGlobal XGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.45%0.32%
Fund size$435.7m$131.6m$258.0m$577.0m
Holdings50220267694
1Y price return−5.1%−2.6%+11.4%+2.5%
Distribution yield7.51%5.90%0.53%3.62%
Look-through coverage100.0%100.0%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • GARP
  • IACT
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%GARP3.1%IACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldGARP5.5%IACT8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldGARPnot heldIACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldGARP6.2%IACT4.9%IVEnot held
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldGARP6.1%IACT2.8%IVEnot held

and 982 more companies the funds hold

How alike they are

Show the other 2

Keep going

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