ESTX vs WVOL vs IVE vs IACT

  • ESTX
  • WVOL
  • IVE
  • IACT

ESTX, WVOL, IVE and IACT 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

ESTXWVOLIVEIACT
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.32%0.45%
Fund size$435.7m$75.0m$577.0m$258.0m
Holdings50430694267
1Y price return−5.1%+3.7%+2.5%+11.4%
Distribution yield7.51%2.09%3.62%0.53%
Look-through coverage100.0%99.3%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • WVOL
  • IVE
  • IACT
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%WVOL0.7%IVE3.2%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldWVOL0.8%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 2 of 4ESTXnot heldWVOL0.6%IVEnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldWVOL1.0%IVEnot heldIACT4.9%
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%WVOLnot heldIVE1.1%IACTnot held

and 1,022 more companies the funds hold

How alike they are

Show the other 2

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