ESTX vs HVLU vs CNEW vs IACT

  • ESTX
  • HVLU
  • CNEW
  • IACT

ESTX, HVLU, CNEW and IACT hold 622 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

ESTXHVLUCNEWIACT
FundGlobal XVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.95%0.45%
Fund size$435.7m$61.0m$81.0m$258.0m
Holdings50249121267
1Y price return−5.3%+30.8%−6.6%+11.4%
Distribution yield7.51%17.13%0.77%0.53%
Look-through coverage100.0%100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • CNEW
  • IACT
  • ASML ASML HOLDING NVIn 1 of 4ESTX10.4%HVLUnot heldCNEWnot heldIACTnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldHVLUnot heldCNEWnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldHVLUnot heldCNEWnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldHVLUnot heldCNEWnot heldIACT4.9%
  • MU MICRON TECHNOLOGY INCIn 2 of 4ESTXnot heldHVLU4.9%CNEWnot heldIACT2.0%

and 612 more companies the funds hold

How alike they are

Show the other 2

Keep going

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