ESTX vs IACT vs IVLU vs VISM vs IVE

  • ESTX
  • IACT
  • IVLU
  • VISM
  • IVE

ESTX, IACT, IVLU, VISM and IVE hold at least 4,632 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

ESTXIACTIVLUVISMIVE
FundGlobal XiSharesiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.45%0.25%0.32%0.32%
Fund size$435.7m$258.0m$28.0m$753.9m$577.0m
Holdings502674083715694
1Y price return−5.1%+11.4%--+0.4%+2.5%
Distribution yield7.51%0.53%Not yet8.17%3.62%
Look-through coverage100.0%99.9%99.6%99.2%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IACT
  • IVLU
  • VISM
  • IVE
  • MU MICRON TECHNOLOGY INCIn 2 of 5ESTXnot heldIACT2.0%IVLU16.3%VISMnot heldIVEnot held
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%IACTnot heldIVLUnot heldVISMnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldIACT8.4%IVLUnot heldVISMnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldIACT7.7%IVLUnot heldVISMnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 1 of 5ESTXnot heldIACT4.9%IVLUnot heldVISMnot heldIVEnot held

and 4,622 more companies the funds hold

How alike they are

Show the other 6

Keep going

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