ESTX vs IVE vs HVLU vs IACT vs CETF

  • ESTX
  • IVE
  • HVLU
  • IACT
  • CETF

ESTX, IVE, HVLU, IACT and CETF 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

ESTXIVEHVLUIACTCETF
FundGlobal XiSharesVanEckiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.43%0.45%0.60%
Fund size$435.7m$577.0m$61.0m$258.0m$36.0m
Holdings5069424926751
1Y price return−5.3%+2.3%+30.8%+11.4%−9.8%
Distribution yield7.51%3.62%17.13%0.53%2.01%
Look-through coverage100.0%98.5%100.0%99.9%100.0%

Return, last year

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

and 1,016 more companies the funds hold

How alike they are

Show the other 6

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