IACT vs ESTX vs IVLU

  • IACT
  • ESTX
  • IVLU

IACT, ESTX and IVLU hold 633 companies between them. None is in every one of them, and IACT and IVLU are the most alike: 10% of each is the same companies.

Side by side

IACTESTXIVLU
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.35%0.25%
Fund size$258.0m$435.7m$28.0m
Holdings26750408
1Y price return+11.4%−5.1%--
Distribution yield0.53%7.51%Not yet
Look-through coverage99.9%100.0%99.6%

Return, last year

change since the start
share of each fund
  • IACT
  • ESTX
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 3IACT2.0%ESTXnot heldIVLU16.3%
  • ASML ASML HOLDING NVIn 1 of 3IACTnot heldESTX10.4%IVLUnot held
  • NVDA NVIDIA CORPIn 1 of 3IACT8.4%ESTXnot heldIVLUnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%ESTXnot heldIVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 3IACT4.9%ESTXnot heldIVLUnot held

and 623 more companies the funds hold

How alike they are

Keep going

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