ESTX vs IVLU vs CETF vs IACT

  • ESTX
  • IVLU
  • CETF
  • IACT

ESTX, IVLU, CETF and IACT hold 683 companies between them. None is in every one of them, and IVLU and IACT are the most alike: 10% of each is the same companies.

Side by side

ESTXIVLUCETFIACT
FundGlobal XiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.60%0.45%
Fund size$435.7m$28.0m$36.0m$258.0m
Holdings5040851267
1Y price return−5.1%--−8.6%+11.4%
Distribution yield7.51%Not yet2.01%0.53%
Look-through coverage100.0%99.6%100.0%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVLU
  • CETF
  • IACT
  • MU MICRON TECHNOLOGY INCIn 2 of 4ESTXnot heldIVLU16.3%CETFnot heldIACT2.0%
  • ASML ASML HOLDING NVIn 1 of 4ESTX10.4%IVLUnot heldCETFnot heldIACTnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIVLUnot heldCETFnot heldIACT8.4%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESTXnot heldIVLUnot heldCETF7.9%IACTnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIVLUnot heldCETFnot heldIACT7.7%

and 673 more companies the funds hold

How alike they are

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