IACT vs ESTX vs IVLU vs VISM

  • IACT
  • ESTX
  • IVLU
  • VISM

IACT, ESTX, IVLU and VISM hold 4,276 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

IACTESTXIVLUVISM
FundiSharesGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.35%0.25%0.32%
Fund size$258.0m$435.7m$28.0m$753.9m
Holdings267504083715
1Y price return+11.4%−5.1%--+0.4%
Distribution yield0.53%7.54%Not yet8.16%
Look-through coverage99.9%100.0%99.6%99.2%

Return, last year

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

and 4,266 more companies the funds hold

How alike they are

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