ESTX vs WRLD vs IACT vs VEQ

  • ESTX
  • WRLD
  • IACT
  • VEQ

ESTX, WRLD, IACT and VEQ hold 2,112 companies between them. None is in every one of them, and WRLD and IACT are the most alike: 54% of each is the same companies.

Side by side

ESTXWRLDIACTVEQ
FundGlobal XBetaSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.54%0.45%0.35%
Fund size$435.7m--$258.0m$539.2m
Holdings5011962671227
1Y price return−5.1%+7.3%+11.4%+0.6%
Distribution yield7.51%0.26%0.53%2.28%
Look-through coverage100.0%99.9%99.9%99.1%

Return, last year

change since the start
share of each fund
  • ESTX
  • WRLD
  • IACT
  • VEQ
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%WRLD0.8%IACTnot heldVEQ4.1%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldWRLD6.0%IACT8.4%VEQnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldWRLD5.3%IACT7.7%VEQnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldWRLD4.2%IACT4.9%VEQnot held
  • SIE SIEMENS AG-REGIn 3 of 4ESTX4.5%WRLD0.3%IACTnot heldVEQ1.5%

and 2,102 more companies the funds hold

How alike they are

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