ESTX vs UYLD vs IACT

  • ESTX
  • UYLD
  • IACT

ESTX, UYLD and IACT hold 606 companies between them. None is in every one of them, and UYLD and IACT are the most alike: 68% of each is the same companies.

Side by side

ESTXUYLDIACT
FundGlobal XGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.60%0.45%
Fund size$435.7m$13.9m$258.0m
Holdings50504267
1Y price return−5.1%−1.7%+11.4%
Distribution yield7.51%10.22%0.53%
Look-through coverage100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • UYLD
  • IACT
  • ASML ASML HOLDING NVIn 1 of 3ESTX10.4%UYLDnot heldIACTnot held
  • NVDA NVIDIA CORPIn 2 of 3ESTXnot heldUYLD8.4%IACT8.4%
  • AAPL APPLE INCIn 2 of 3ESTXnot heldUYLD7.5%IACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 3ESTXnot heldUYLD5.7%IACT4.9%
  • SIE SIEMENS AG-REGIn 1 of 3ESTX4.5%UYLDnot heldIACTnot held

and 596 more companies the funds hold

How alike they are

Keep going

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