ESTX vs VGS vs IVE vs IACT

  • ESTX
  • VGS
  • IVE
  • IACT

ESTX, VGS, IVE and IACT 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

ESTXVGSIVEIACT
FundGlobal XVanguardiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.18%0.32%0.45%
Fund size$435.7m$14.6b$577.0m$258.0m
Holdings501221694267
1Y price return−5.1%+7.5%+2.5%+11.4%
Distribution yield7.54%1.19%3.63%0.53%
Look-through coverage100.0%99.7%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • VGS
  • IVE
  • IACT
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%VGS0.7%IVE3.2%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldVGS5.6%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 2 of 4ESTXnot heldVGS5.2%IVEnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldVGS4.0%IVEnot heldIACT4.9%
  • SIE SIEMENS AG-REGIn 3 of 4ESTX4.5%VGS0.3%IVE1.1%IACTnot held

and 1,327 more companies the funds hold

How alike they are

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