ESTX vs HVLU vs IVE vs IACT vs CETF

  • ESTX
  • HVLU
  • IVE
  • IACT
  • CETF

ESTX, HVLU, IVE, IACT and CETF hold 1,026 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

ESTXHVLUIVEIACTCETF
FundGlobal XVanEckiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.32%0.45%0.60%
Fund size$435.7m$61.0m$577.0m$258.0m$36.0m
Holdings5024969426751
1Y price return−5.3%+30.8%+2.3%+11.4%−9.8%
Distribution yield7.51%17.13%3.62%0.53%2.01%
Look-through coverage100.0%100.0%98.5%99.9%100.0%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • IVE
  • IACT
  • CETF
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%HVLUnot heldIVE3.2%IACTnot heldCETFnot held
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldHVLUnot heldIVEnot heldIACT8.4%CETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 5ESTXnot heldHVLUnot heldIVEnot heldIACTnot heldCETF7.9%
  • AAPL APPLE INCIn 1 of 5ESTXnot heldHVLUnot heldIVEnot heldIACT7.7%CETFnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 5ESTXnot heldHVLUnot heldIVEnot heldIACTnot heldCETF6.4%

and 1,016 more companies the funds hold

How alike they are

Show the other 6

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