IAA vs IMTM vs ESTX

  • IAA
  • IMTM
  • ESTX

IAA, IMTM and ESTX hold at least 430 companies between them. None is in every one of them, and IMTM and ESTX are the most alike: 7% of each is the same companies.

Side by side

IAAIMTMESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.29%0.25%0.35%
Fund size$1.3b$16.0m$435.7m
Holdings6536950
1Y price return+39.0%--−5.1%
Distribution yield1.45%Not yet7.51%
Look-through coverage99.5%98.9%100.0%

Return, last year

change since the start
share of each fund
  • IAA
  • IMTM
  • ESTX
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IAA28.0%IMTMnot heldESTXnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3IAA13.7%IMTMnot heldESTXnot held
  • 000660 SK HYNIX INCIn 1 of 3IAA11.4%IMTMnot heldESTXnot held
  • ASML ASML HOLDING NVIn 2 of 3IAAnot heldIMTM2.7%ESTX10.4%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IAAnot heldIMTM5.5%ESTXnot held

and 420 more companies the funds hold

How alike they are

Keep going

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