ESTX vs IACT vs IVE vs IVLU

  • ESTX
  • IACT
  • IVE
  • IVLU

ESTX, IACT, IVE and IVLU hold at least 989 companies between them. None is in every one of them, and IVE and IVLU are the most alike: 33% of each is the same companies.

Side by side

ESTXIACTIVEIVLU
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.45%0.32%0.25%
Fund size$435.7m$258.0m$577.0m$28.0m
Holdings50267694408
1Y price return−5.1%+11.4%+2.5%--
Distribution yield7.51%0.53%3.62%Not yet
Look-through coverage100.0%99.9%98.5%99.6%

Return, last year

change since the start
share of each fund
  • ESTX
  • IACT
  • IVE
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 4ESTXnot heldIACT2.0%IVEnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IACTnot heldIVE3.2%IVLUnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIACT8.4%IVEnot heldIVLUnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIACT7.7%IVEnot heldIVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldIACT4.9%IVEnot heldIVLUnot held

and 979 more companies the funds hold

How alike they are

Show the other 2

Keep going

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