ESTX vs IVLU vs VEQ vs IACT

  • ESTX
  • IVLU
  • VEQ
  • IACT

ESTX, IVLU, VEQ and IACT hold 1,679 companies between them. None is in every one of them, and ESTX and VEQ are the most alike: 31% of each is the same companies.

Side by side

ESTXIVLUVEQIACT
FundGlobal XiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.35%0.45%
Fund size$435.7m$28.0m$539.2m$258.0m
Holdings504081227267
1Y price return−5.1%--+0.6%+11.4%
Distribution yield7.51%Not yet2.28%0.53%
Look-through coverage100.0%99.6%99.1%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVLU
  • VEQ
  • IACT
  • MU MICRON TECHNOLOGY INCIn 2 of 4ESTXnot heldIVLU16.3%VEQnot heldIACT2.0%
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IVLUnot heldVEQ4.1%IACTnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIVLUnot heldVEQnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIVLUnot heldVEQnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldIVLUnot heldVEQnot heldIACT4.9%

and 1,669 more companies the funds hold

How alike they are

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