ESTX vs IVLU vs IVE vs IACT

  • ESTX
  • IVLU
  • IVE
  • IACT

ESTX, IVLU, IVE and IACT hold at least 989 companies between them. None is in every one of them, and IVLU and IVE are the most alike: 33% of each is the same companies.

Side by side

ESTXIVLUIVEIACT
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.32%0.45%
Fund size$435.7m$28.0m$577.0m$258.0m
Holdings50408694267
1Y price return−5.1%--+2.5%+11.4%
Distribution yield7.51%Not yet3.62%0.53%
Look-through coverage100.0%99.6%98.5%99.9%

Return, last year

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

and 979 more companies the funds hold

How alike they are

Show the other 2

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