IAA vs ESTX vs IWLD

  • IAA
  • ESTX
  • IWLD

IAA, ESTX and IWLD hold 669 companies between them. None is in every one of them, and ESTX and IWLD are the most alike: 5% of each is the same companies.

Side by side

IAAESTXIWLD
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.29%0.35%0.09%
Fund size$1.3b$435.7m$1.5b
Holdings6550618
1Y price return+39.0%−5.1%+7.4%
Distribution yield1.47%7.54%1.33%
Look-through coverage99.5%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IAA
  • ESTX
  • IWLD
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IAA28.0%ESTXnot heldIWLDnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3IAA13.7%ESTXnot heldIWLDnot held
  • NVDA NVIDIA CORPIn 1 of 3IAAnot heldESTXnot heldIWLD11.6%
  • 000660 SK HYNIX INCIn 1 of 3IAA11.4%ESTXnot heldIWLDnot held
  • ASML ASML HOLDING NVIn 2 of 3IAAnot heldESTX10.4%IWLD1.6%

and 659 more companies the funds hold

How alike they are

Keep going

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