ESTX vs IVE vs WRLD vs IACT vs VEQ

  • ESTX
  • IVE
  • WRLD
  • IACT
  • VEQ

ESTX, IVE, WRLD, IACT and VEQ hold at least 2,207 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

ESTXIVEWRLDIACTVEQ
FundGlobal XiSharesBetaSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.54%0.45%0.35%
Fund size$435.7m$577.0m--$258.0m$539.2m
Holdings5069411962671227
1Y price return−5.1%+2.5%+7.3%+11.4%+0.6%
Distribution yield7.51%3.62%0.26%0.53%2.28%
Look-through coverage100.0%98.5%99.9%99.9%99.1%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • WRLD
  • IACT
  • VEQ
  • ASML ASML HOLDING NVIn 4 of 5ESTX10.4%IVE3.2%WRLD0.8%IACTnot heldVEQ4.1%
  • NVDA NVIDIA CORPIn 2 of 5ESTXnot heldIVEnot heldWRLD6.0%IACT8.4%VEQnot held
  • AAPL APPLE INCIn 2 of 5ESTXnot heldIVEnot heldWRLD5.3%IACT7.7%VEQnot held
  • MSFT MICROSOFT CORPIn 2 of 5ESTXnot heldIVEnot heldWRLD4.2%IACT4.9%VEQnot held
  • SIE SIEMENS AG-REGIn 4 of 5ESTX4.5%IVE1.1%WRLD0.3%IACTnot heldVEQ1.5%

and 2,197 more companies the funds hold

How alike they are

Show the other 6

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