ESTX vs WVOL vs IACT vs IVE

  • ESTX
  • WVOL
  • IACT
  • IVE

ESTX, WVOL, IACT and IVE hold at least 1,032 companies between them. None is in every one of them, and WVOL and IACT are the most alike: 27% of each is the same companies.

Side by side

ESTXWVOLIACTIVE
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.45%0.32%
Fund size$435.7m$75.0m$258.0m$577.0m
Holdings50430267694
1Y price return−5.1%+3.7%+11.4%+2.5%
Distribution yield7.54%2.08%0.53%3.63%
Look-through coverage100.0%99.3%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • WVOL
  • IACT
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%WVOL0.7%IACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldWVOL0.8%IACT8.4%IVEnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldWVOL0.6%IACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldWVOL1.0%IACT4.9%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%WVOLnot heldIACTnot heldIVE1.1%

and 1,022 more companies the funds hold

How alike they are

Show the other 2

Keep going

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