IACT vs ESTX vs IVE

  • IACT
  • ESTX
  • IVE

IACT, ESTX and IVE hold at least 913 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

IACTESTXIVE
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.35%0.32%
Fund size$258.0m$435.7m$577.0m
Holdings26750694
1Y price return+11.4%−5.1%+2.5%
Distribution yield0.53%7.51%3.62%
Look-through coverage99.9%100.0%98.5%

Return, last year

change since the start
share of each fund
  • IACT
  • ESTX
  • IVE
  • ASML ASML HOLDING NVIn 2 of 3IACTnot heldESTX10.4%IVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3IACT8.4%ESTXnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%ESTXnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3IACT4.9%ESTXnot heldIVEnot held
  • SIE SIEMENS AG-REGIn 2 of 3IACTnot heldESTX4.5%IVE1.1%

and 903 more companies the funds hold

How alike they are

Keep going

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