ESTX vs IACT vs HVLU vs IVE

  • ESTX
  • IACT
  • HVLU
  • IVE

ESTX, IACT, HVLU and IVE hold 976 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

ESTXIACTHVLUIVE
FundGlobal XiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.45%0.43%0.32%
Fund size$435.7m$258.0m$61.0m$577.0m
Holdings50267249694
1Y price return−5.1%+11.4%+31.6%+2.5%
Distribution yield7.51%0.53%17.13%3.62%
Look-through coverage100.0%99.9%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IACT
  • HVLU
  • IVE
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IACTnot heldHVLUnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIACT8.4%HVLUnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIACT7.7%HVLUnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldIACT4.9%HVLUnot heldIVEnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 4ESTXnot heldIACT2.0%HVLU4.9%IVEnot held

and 966 more companies the funds hold

How alike they are

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