ESTX vs IVE vs CNEW vs HEUR vs IACT

  • ESTX
  • IVE
  • CNEW
  • HEUR
  • IACT

ESTX, IVE, CNEW, HEUR and IACT hold 1,046 companies between them. None is in every one of them, and ESTX and HEUR are the most alike: 75% of each is the same companies.

Side by side

ESTXIVECNEWHEURIACT
FundGlobal XiSharesVanEckBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.95%0.56%0.45%
Fund size$435.7m$577.0m$81.0m--$258.0m
Holdings50694121126267
1Y price return−5.3%+2.3%−6.6%+6.4%+11.4%
Distribution yield7.51%3.62%0.77%4.35%0.53%
Look-through coverage100.0%98.5%99.9%99.7%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • CNEW
  • HEUR
  • IACT
  • ASML ASML HOLDING NVIn 3 of 5ESTX10.4%IVE3.2%CNEWnot heldHEUR11.8%IACTnot held
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldIVEnot heldCNEWnot heldHEURnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 5ESTXnot heldIVEnot heldCNEWnot heldHEURnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 1 of 5ESTXnot heldIVEnot heldCNEWnot heldHEURnot heldIACT4.9%
  • SIE SIEMENS AG-REGIn 3 of 5ESTX4.5%IVE1.1%CNEWnot heldHEUR4.1%IACTnot held

and 1,036 more companies the funds hold

How alike they are

Show the other 6

Keep going

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