IACT vs CETF vs ESTX vs IWLD

  • IACT
  • CETF
  • ESTX
  • IWLD

IACT, CETF, ESTX and IWLD hold 819 companies between them. None is in every one of them, and IACT and IWLD are the most alike: 38% of each is the same companies.

Side by side

IACTCETFESTXIWLD
FundiSharesVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.60%0.35%0.09%
Fund size$258.0m$36.0m$435.7m$1.5b
Holdings2675150618
1Y price return+11.4%−8.6%−5.1%+7.4%
Distribution yield0.53%2.01%7.51%1.32%
Look-through coverage99.9%100.0%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IACT
  • CETF
  • ESTX
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 4IACT8.4%CETFnot heldESTXnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn 2 of 4IACTnot heldCETFnot heldESTX10.4%IWLD1.6%
  • MSFT MICROSOFT CORPIn 2 of 4IACT4.9%CETFnot heldESTXnot heldIWLD8.0%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4IACTnot heldCETF7.9%ESTXnot heldIWLDnot held
  • AAPL APPLE INCIn 1 of 4IACT7.7%CETFnot heldESTXnot heldIWLDnot held

and 809 more companies the funds hold

How alike they are

Show the other 2

Keep going

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