ESTX vs HVLU vs BEMG vs IACT

  • ESTX
  • HVLU
  • BEMG
  • IACT

ESTX, HVLU, BEMG and IACT hold at least 1,569 companies between them. None is in every one of them, and ESTX and HVLU are the most alike: 10% of each is the same companies.

Side by side

ESTXHVLUBEMGIACT
FundGlobal XVanEckBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%--0.45%
Fund size$435.7m$61.0m$188.8m$258.0m
Holdings502491165267
1Y price return−5.3%+30.8%−1.0%only priced since 2026-09-24+11.4%
Distribution yield7.51%17.13%Not yet0.53%
Look-through coverage100.0%100.0%93.6%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • BEMG
  • IACT
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4ESTXnot heldHVLUnot heldBEMG15.6%IACTnot held
  • ASML ASML HOLDING NVIn 1 of 4ESTX10.4%HVLUnot heldBEMGnot heldIACTnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldHVLUnot heldBEMGnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldHVLUnot heldBEMGnot heldIACT7.7%
  • 005930 Samsung Electronics Co LtdIn 1 of 4ESTXnot heldHVLUnot heldBEMG7.5%IACTnot held

and 1,559 more companies the funds hold

How alike they are

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