IACT vs GARP vs ESTX

  • IACT
  • GARP
  • ESTX

IACT, GARP and ESTX hold 472 companies between them. None is in every one of them, and IACT and GARP are the most alike: 28% of each is the same companies.

Side by side

IACTGARPESTX
FundiSharesGlobal XGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.30%0.35%
Fund size$258.0m$131.6m$435.7m
Holdings26722050
1Y price return+11.4%−2.6%−5.1%
Distribution yield0.53%5.90%7.51%
Look-through coverage99.9%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • GARP
  • ESTX
  • ASML ASML HOLDING NVIn 2 of 3IACTnot heldGARP3.1%ESTX10.4%
  • NVDA NVIDIA CORPIn 2 of 3IACT8.4%GARP5.5%ESTXnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%GARPnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 2 of 3IACT4.9%GARP6.2%ESTXnot held
  • META META PLATFORMS INCIn 2 of 3IACT2.8%GARP6.1%ESTXnot held

and 462 more companies the funds hold

How alike they are

Keep going

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