ESTX vs IACT vs CETF vs HVLU

  • ESTX
  • IACT
  • CETF
  • HVLU

ESTX, IACT, CETF and HVLU hold 552 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

ESTXIACTCETFHVLU
FundGlobal XiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.45%0.60%0.43%
Fund size$435.7m$258.0m$36.0m$61.0m
Holdings5026751249
1Y price return−5.3%+11.4%−9.8%+30.8%
Distribution yield7.51%0.53%2.01%17.13%
Look-through coverage100.0%99.9%100.0%100.0%

Return, last year

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

and 542 more companies the funds hold

How alike they are

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