ESTX vs IACT vs IVE vs IVV vs VTS

  • ESTX
  • IACT
  • IVE
  • IVV
  • VTS

ESTX, IACT, IVE, IVV and VTS hold 4,046 companies between them. None is in every one of them, and IVV and VTS are the most alike: 88% of each is the same companies.

Side by side

ESTXIACTIVEIVVVTS
FundGlobal XiSharesiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.45%0.32%0.04%0.03%
Fund size$435.7m$258.0m$577.0m$11.9b$6.3b
Holdings502676945123501
1Y price return−5.1%+11.4%+2.5%+8.6%+8.2%
Distribution yield7.51%0.53%3.62%1.00%1.04%
Look-through coverage100.0%99.9%98.5%99.7%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • IACT
  • IVE
  • IVV
  • VTS
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%IACTnot heldIVE3.2%IVVnot heldVTSnot held
  • NVDA NVIDIA CORPIn 3 of 5ESTXnot heldIACT8.4%IVEnot heldIVV8.3%VTS6.9%
  • AAPL APPLE INCIn 3 of 5ESTXnot heldIACT7.7%IVEnot heldIVV7.2%VTS6.3%
  • MSFT MICROSOFT CORPIn 3 of 5ESTXnot heldIACT4.9%IVEnot heldIVV5.7%VTS5.1%
  • SIE SIEMENS AG-REGIn 2 of 5ESTX4.5%IACTnot heldIVE1.1%IVVnot heldVTSnot held

and 4,036 more companies the funds hold

How alike they are

Show the other 6

Keep going

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