ESTX vs QUAL vs IVE vs IACT

  • ESTX
  • QUAL
  • IVE
  • IACT

ESTX, QUAL, IVE and IACT hold 1,006 companies between them. None is in every one of them, and QUAL and IACT are the most alike: 44% of each is the same companies.

Side by side

ESTXQUALIVEIACT
FundGlobal XVanEckiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.40%0.32%0.45%
Fund size$435.7m$7.7b$577.0m$258.0m
Holdings50294694267
1Y price return−5.1%+4.5%+2.5%+11.4%
Distribution yield7.54%3.39%3.63%0.53%
Look-through coverage100.0%99.9%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • QUAL
  • IVE
  • IACT
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%QUAL2.8%IVE3.2%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldQUAL4.9%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 2 of 4ESTXnot heldQUAL5.3%IVEnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldQUAL5.8%IVEnot heldIACT4.9%
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldQUAL5.5%IVEnot heldIACT2.8%

and 996 more companies the funds hold

How alike they are

Show the other 2

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