ESTX vs QLTY vs WDMF vs IVE vs IACT

  • ESTX
  • QLTY
  • WDMF
  • IVE
  • IACT

ESTX, QLTY, WDMF, IVE and IACT hold 1,114 companies between them. None is in every one of them, and WDMF and IACT are the most alike: 46% of each is the same companies.

Side by side

ESTXQLTYWDMFIVEIACT
FundGlobal XBetaSharesiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.35%0.32%0.45%
Fund size$435.7m--$154.0m$577.0m$258.0m
Holdings50163493694267
1Y price return−5.1%+3.9%+8.1%+2.5%+11.4%
Distribution yield7.51%3.24%3.37%3.62%0.53%
Look-through coverage100.0%99.9%99.3%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • QLTY
  • WDMF
  • IVE
  • IACT
  • ASML ASML HOLDING NVIn 4 of 5ESTX10.4%QLTY5.2%WDMF0.7%IVE3.2%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 5ESTXnot heldQLTYnot heldWDMF5.7%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 2 of 5ESTXnot heldQLTYnot heldWDMF5.1%IVEnot heldIACT7.7%
  • META META PLATFORMS INCIn 3 of 5ESTXnot heldQLTY5.6%WDMF1.5%IVEnot heldIACT2.8%
  • MSFT MICROSOFT CORPIn 3 of 5ESTXnot heldQLTY5.1%WDMF3.9%IVEnot heldIACT4.9%

and 1,104 more companies the funds hold

How alike they are

Show the other 6

Keep going

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