ESTX vs IVLU vs VEQ vs IACT vs IVE

  • ESTX
  • IVLU
  • VEQ
  • IACT
  • IVE

ESTX, IVLU, VEQ, IACT and IVE hold at least 1,853 companies between them. None is in every one of them, and VEQ and IVE are the most alike: 58% of each is the same companies.

Side by side

ESTXIVLUVEQIACTIVE
FundGlobal XiSharesVanguardiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.35%0.45%0.32%
Fund size$435.7m$28.0m$539.2m$258.0m$577.0m
Holdings504081227267694
1Y price return−5.1%--+0.6%+11.4%+2.5%
Distribution yield7.51%Not yet2.28%0.53%3.62%
Look-through coverage100.0%99.6%99.1%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVLU
  • VEQ
  • IACT
  • IVE
  • MU MICRON TECHNOLOGY INCIn 2 of 5ESTXnot heldIVLU16.3%VEQnot heldIACT2.0%IVEnot held
  • ASML ASML HOLDING NVIn 3 of 5ESTX10.4%IVLUnot heldVEQ4.1%IACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldIVLUnot heldVEQnot heldIACT8.4%IVEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldIVLUnot heldVEQnot heldIACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 5ESTXnot heldIVLUnot heldVEQnot heldIACT4.9%IVEnot held

and 1,843 more companies the funds hold

How alike they are

Show the other 6

Keep going

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