ESTX vs HVLU vs BEMG vs IACT vs IVE

  • ESTX
  • HVLU
  • BEMG
  • IACT
  • IVE

ESTX, HVLU, BEMG, IACT and IVE hold at least 2,043 companies between them. None is in every one of them, and HVLU and IVE are the most alike: 27% of each is the same companies.

Side by side

ESTXHVLUBEMGIACTIVE
FundGlobal XVanEckBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%--0.45%0.32%
Fund size$435.7m$61.0m$188.8m$258.0m$577.0m
Holdings502491165267694
1Y price return−5.3%+30.8%−1.0%only priced since 2026-09-24+11.4%+2.3%
Distribution yield7.51%17.13%Not yet0.53%3.62%
Look-through coverage100.0%100.0%93.6%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • BEMG
  • IACT
  • IVE
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 5ESTXnot heldHVLUnot heldBEMG15.6%IACTnot heldIVEnot held
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%HVLUnot heldBEMGnot heldIACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldHVLUnot heldBEMGnot heldIACT8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldHVLUnot heldBEMGnot heldIACT7.7%IVEnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 5ESTXnot heldHVLUnot heldBEMG7.5%IACTnot heldIVEnot held

and 2,033 more companies the funds hold

How alike they are

Show the other 6

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