ESTX vs IVE vs HVLU vs CETF vs IACT

  • ESTX
  • IVE
  • HVLU
  • CETF
  • IACT

ESTX, IVE, HVLU, CETF and IACT hold 1,026 companies between them. None is in every one of them, and IVE and HVLU are the most alike: 27% of each is the same companies.

Side by side

FundGlobal XiSharesVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.43%0.60%0.45%
Fund size$435.7m$577.0m$61.0m$36.0m$258.0m
Holdings5069424951267
1Y price return−5.1%+2.5%+31.6%−8.6%+11.4%
Distribution yield7.51%3.62%17.13%2.01%0.53%
Look-through coverage100.0%98.5%100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • HVLU
  • CETF
  • IACT
  • ASML ASML HOLDING NVIn 2 of 5ESTX10.4%IVE3.2%HVLUnot heldCETFnot heldIACTnot held
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldIVEnot heldHVLUnot heldCETFnot heldIACT8.4%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 5ESTXnot heldIVEnot heldHVLUnot heldCETF7.9%IACTnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldIVEnot heldHVLUnot heldCETFnot heldIACT7.7%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 5ESTXnot heldIVEnot heldHVLUnot heldCETF6.4%IACTnot held

and 1,016 more companies the funds hold

How alike they are

Show the other 6

Keep going

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