ESTX vs IACT vs IVE vs IWLD

  • ESTX
  • IACT
  • IVE
  • IWLD

ESTX, IACT, IVE and IWLD hold 1,087 companies between them. None is in every one of them, and IACT and IWLD are the most alike: 38% of each is the same companies.

Side by side

ESTXIACTIVEIWLD
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.45%0.32%0.09%
Fund size$435.7m$258.0m$577.0m$1.5b
Holdings50267694618
1Y price return−5.1%+11.4%+2.5%+7.4%
Distribution yield7.51%0.53%3.62%1.32%
Look-through coverage100.0%99.9%98.5%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • IACT
  • IVE
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldIACT8.4%IVEnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%IACTnot heldIVE3.2%IWLD1.6%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldIACT4.9%IVEnot heldIWLD8.0%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIACT7.7%IVEnot heldIWLDnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%IACTnot heldIVE1.1%IWLDnot held

and 1,077 more companies the funds hold

How alike they are

Show the other 2

Keep going

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