ESTX vs IVLU vs EXUS vs IACT vs IVE

  • ESTX
  • IVLU
  • EXUS
  • IACT
  • IVE

ESTX, IVLU, EXUS, IACT and IVE hold 1,348 companies between them. None is in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

ESTXIVLUEXUSIACTIVE
FundGlobal XiSharesBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.14%0.45%0.32%
Fund size$435.7m$28.0m--$258.0m$577.0m
Holdings50408877267694
1Y price return−5.1%--+5.1%only priced since 2025-11-09+11.4%+2.5%
Distribution yield7.51%Not yetNot yet0.53%3.62%
Look-through coverage100.0%99.6%99.7%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVLU
  • EXUS
  • IACT
  • IVE
  • MU MICRON TECHNOLOGY INCIn 2 of 5ESTXnot heldIVLU16.3%EXUSnot heldIACT2.0%IVEnot held
  • ASML ASML HOLDING NVIn 3 of 5ESTX10.4%IVLUnot heldEXUS2.9%IACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldIVLUnot heldEXUSnot heldIACT8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldIVLUnot heldEXUSnot heldIACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 5ESTXnot heldIVLUnot heldEXUSnot heldIACT4.9%IVEnot held

and 1,338 more companies the funds hold

How alike they are

Show the other 6

Keep going

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