ESTX vs HVLU vs IACT vs H100 vs IVE

  • ESTX
  • HVLU
  • IACT
  • H100
  • IVE

ESTX, HVLU, IACT, H100 and IVE hold at least 1,004 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

ESTXHVLUIACTH100IVE
FundGlobal XVanEckiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.45%0.48%0.32%
Fund size$435.7m$61.0m$258.0m--$577.0m
Holdings50249267104694
1Y price return−5.3%+30.8%+11.4%+9.1%+2.3%
Distribution yield7.51%17.13%0.53%3.49%3.62%
Look-through coverage100.0%100.0%99.9%98.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • IACT
  • H100
  • IVE
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%HVLUnot heldIACTnot heldH100not heldIVE3.2%
  • HSBA HSBC HOLDINGS PLCIn 3 of 5ESTXnot heldHVLU1.0%IACTnot heldH10010.2%IVE1.6%
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldHVLUnot heldIACT8.4%H100not heldIVEnot held
  • SHEL SHELL PLCIn 3 of 5ESTXnot heldHVLU1.4%IACTnot heldH1008.3%IVE1.3%
  • AAPL APPLE INCIn 1 of 5ESTXnot heldHVLUnot heldIACT7.7%H100not heldIVEnot held

and 994 more companies the funds hold

How alike they are

Show the other 6

Keep going

See ESTX + HVLU + IACT + H100 + IVE as one portfolioEvery company, where you'd own it twiceWhat moved ESTX this monthIts biggest gains and falls, by company