ESTX vs GARP vs IVE vs IACT

  • ESTX
  • GARP
  • IVE
  • IACT

ESTX, GARP, IVE and IACT 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

ESTXGARPIVEIACT
FundGlobal XGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.32%0.45%
Fund size$435.7m$131.6m$577.0m$258.0m
Holdings50220694267
1Y price return−5.1%−2.6%+2.5%+11.4%
Distribution yield7.51%5.90%3.62%0.53%
Look-through coverage100.0%100.0%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • GARP
  • IVE
  • IACT
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%GARP3.1%IVE3.2%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldGARP5.5%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldGARPnot heldIVEnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldGARP6.2%IVEnot heldIACT4.9%
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldGARP6.1%IVEnot heldIACT2.8%

and 982 more companies the funds hold

How alike they are

Show the other 2

Keep going

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