ESTX vs IVLU vs IACT vs CETF

  • ESTX
  • IVLU
  • IACT
  • CETF

ESTX, IVLU, IACT and CETF 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

ESTXIVLUIACTCETF
FundGlobal XiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.45%0.60%
Fund size$435.7m$28.0m$258.0m$36.0m
Holdings5040826751
1Y price return−5.1%--+11.4%−8.6%
Distribution yield7.51%Not yet0.53%2.01%
Look-through coverage100.0%99.6%99.9%100.0%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVLU
  • IACT
  • CETF
  • MU MICRON TECHNOLOGY INCIn 2 of 4ESTXnot heldIVLU16.3%IACT2.0%CETFnot held
  • ASML ASML HOLDING NVIn 1 of 4ESTX10.4%IVLUnot heldIACTnot heldCETFnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIVLUnot heldIACT8.4%CETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESTXnot heldIVLUnot heldIACTnot heldCETF7.9%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIVLUnot heldIACT7.7%CETFnot held

and 673 more companies the funds hold

How alike they are

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