ESTX vs IJH vs IACT vs IVE

  • ESTX
  • IJH
  • IACT
  • IVE

ESTX, IJH, IACT and IVE hold at least 1,284 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIJHIACTIVE
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.07%0.45%0.32%
Fund size$435.7m$463.0m$258.0m$577.0m
Holdings50410267694
1Y price return−5.3%+5.0%+11.4%+2.3%
Distribution yield7.51%1.23%0.53%3.62%
Look-through coverage100.0%99.6%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IJH
  • IACT
  • IVE
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IJHnot heldIACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIJHnot heldIACT8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIJHnot heldIACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldIJHnot heldIACT4.9%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%IJHnot heldIACTnot heldIVE1.1%

and 1,274 more companies the funds hold

How alike they are

Show the other 2

Keep going

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