ESTX vs IMTM vs IACT vs CETF vs IVE

  • ESTX
  • IMTM
  • IACT
  • CETF
  • IVE

ESTX, IMTM, IACT, CETF and IVE hold at least 1,036 companies between them. None is in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

ESTXIMTMIACTCETFIVE
FundGlobal XiSharesiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.45%0.60%0.32%
Fund size$435.7m$16.0m$258.0m$36.0m$577.0m
Holdings5036926751694
1Y price return−5.1%--+11.4%−8.6%+2.5%
Distribution yield7.51%Not yet0.53%2.01%3.62%
Look-through coverage100.0%98.9%99.9%100.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IMTM
  • IACT
  • CETF
  • IVE
  • ASML ASML HOLDING NVIn 3 of 5ESTX10.4%IMTM2.7%IACTnot heldCETFnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldIMTMnot heldIACT8.4%CETFnot heldIVEnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 5ESTXnot heldIMTMnot heldIACTnot heldCETF7.9%IVEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldIMTMnot heldIACT7.7%CETFnot heldIVEnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 5ESTXnot heldIMTMnot heldIACTnot heldCETF6.4%IVEnot held

and 1,026 more companies the funds hold

How alike they are

Show the other 6

Keep going

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