ESTX vs VGS vs IACT vs IVE

  • ESTX
  • VGS
  • IACT
  • IVE

ESTX, VGS, IACT and IVE hold 1,337 companies between them. None is in every one of them, and VGS and IACT are the most alike: 52% of each is the same companies.

Side by side

FundGlobal XVanguardiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.18%0.45%0.32%
Fund size$435.7m$14.6b$258.0m$577.0m
Holdings501221267694
1Y price return−5.1%+7.5%+11.4%+2.5%
Distribution yield7.51%1.19%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
  • VGS
  • IACT
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%VGS0.7%IACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldVGS5.6%IACT8.4%IVEnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldVGS5.2%IACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldVGS4.0%IACT4.9%IVEnot held
  • SIE SIEMENS AG-REGIn 3 of 4ESTX4.5%VGS0.3%IACTnot heldIVE1.1%

and 1,327 more companies the funds hold

How alike they are

Show the other 2

Keep going

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