ESTX vs IAA vs IACT vs IVE

  • ESTX
  • IAA
  • IACT
  • IVE

ESTX, IAA, IACT and IVE hold at least 957 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIAAIACTIVE
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.29%0.45%0.32%
Fund size$435.7m$1.3b$258.0m$577.0m
Holdings5065267694
1Y price return−5.1%+39.0%+11.4%+2.5%
Distribution yield7.51%1.45%0.53%3.62%
Look-through coverage100.0%99.5%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IAA
  • IACT
  • IVE
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4ESTXnot heldIAA28.0%IACTnot heldIVEnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 4ESTXnot heldIAA13.7%IACTnot heldIVEnot held
  • 000660 SK HYNIX INCIn 1 of 4ESTXnot heldIAA11.4%IACTnot heldIVEnot held
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IAAnot heldIACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIAAnot heldIACT8.4%IVEnot held

and 947 more companies the funds hold

How alike they are

Show the other 2

Keep going

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