IACT vs HVLU vs ESTX

  • IACT
  • HVLU
  • ESTX

IACT, HVLU and ESTX hold 502 companies between them. None is in every one of them, and HVLU and ESTX are the most alike: 10% of each is the same companies.

Side by side

IACTHVLUESTX
FundiSharesVanEckGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.43%0.35%
Fund size$258.0m$61.0m$435.7m
Holdings26724950
1Y price return+11.4%+31.6%−5.1%
Distribution yield0.53%17.13%7.51%
Look-through coverage99.9%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • HVLU
  • ESTX
  • ASML ASML HOLDING NVIn 1 of 3IACTnot heldHVLUnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IACT8.4%HVLUnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%HVLUnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 3IACT4.9%HVLUnot heldESTXnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3IACT2.0%HVLU4.9%ESTXnot held

and 492 more companies the funds hold

How alike they are

Keep going

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