ESTX vs IVE vs VEQ vs IACT vs VLUE

  • ESTX
  • IVE
  • VEQ
  • IACT
  • VLUE

ESTX, IVE, VEQ, IACT and VLUE hold at least 1,837 companies between them. None is in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

ESTXIVEVEQIACTVLUE
FundGlobal XiSharesVanguardiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.35%0.45%0.40%
Fund size$435.7m$577.0m$539.2m$258.0m$410.0m
Holdings506941227267249
1Y price return−5.3%+2.3%+0.3%+11.4%+22.1%
Distribution yield7.51%3.62%2.28%0.53%17.36%
Look-through coverage100.0%98.5%99.1%99.9%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • VEQ
  • IACT
  • VLUE
  • ASML ASML HOLDING NVIn 3 of 5ESTX10.4%IVE3.2%VEQ4.1%IACTnot heldVLUEnot held
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldIVEnot heldVEQnot heldIACT8.4%VLUEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldIVEnot heldVEQnot heldIACT7.7%VLUEnot held
  • MSFT MICROSOFT CORPIn 1 of 5ESTXnot heldIVEnot heldVEQnot heldIACT4.9%VLUEnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 5ESTXnot heldIVEnot heldVEQnot heldIACT2.0%VLUE4.9%

and 1,827 more companies the funds hold

How alike they are

Show the other 6

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