ESTX vs IVE vs WRLD vs IACT

  • ESTX
  • IVE
  • WRLD
  • IACT

ESTX, IVE, WRLD and IACT hold 1,411 companies between them. None is in every one of them, and WRLD and IACT are the most alike: 54% of each is the same companies.

Side by side

FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.54%0.45%
Fund size$435.7m$577.0m--$258.0m
Holdings506941196267
1Y price return−5.1%+2.5%+7.3%+11.4%
Distribution yield7.51%3.62%0.26%0.53%
Look-through coverage100.0%98.5%99.9%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • WRLD
  • IACT
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%IVE3.2%WRLD0.8%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldIVEnot heldWRLD6.0%IACT8.4%
  • AAPL APPLE INCIn 2 of 4ESTXnot heldIVEnot heldWRLD5.3%IACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldIVEnot heldWRLD4.2%IACT4.9%
  • SIE SIEMENS AG-REGIn 3 of 4ESTX4.5%IVE1.1%WRLD0.3%IACTnot held

and 1,401 more companies the funds hold

How alike they are

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