ESTX vs IVV vs IACT vs IVE

  • ESTX
  • IVV
  • IACT
  • IVE

ESTX, IVV, IACT and IVE hold 1,212 companies between them. None is in every one of them, and IVV and IACT are the most alike: 68% of each is the same companies.

Side by side

ESTXIVVIACTIVE
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.04%0.45%0.32%
Fund size$435.7m$11.9b$258.0m$577.0m
Holdings50512267694
1Y price return−5.1%+8.6%+11.4%+2.5%
Distribution yield7.51%1.00%0.53%3.62%
Look-through coverage100.0%99.7%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVV
  • IACT
  • IVE
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%IVVnot heldIACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldIVV8.3%IACT8.4%IVEnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldIVV7.2%IACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldIVV5.7%IACT4.9%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%IVVnot heldIACTnot heldIVE1.1%

and 1,202 more companies the funds hold

How alike they are

Show the other 2

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