IACT vs HVLU vs ESTX vs CETF

  • IACT
  • HVLU
  • ESTX
  • CETF

IACT, HVLU, ESTX and CETF hold 552 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

IACTHVLUESTXCETF
FundiSharesVanEckGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.43%0.35%0.60%
Fund size$258.0m$61.0m$435.7m$36.0m
Holdings2672495051
1Y price return+11.4%+31.6%−5.1%−8.6%
Distribution yield0.53%17.13%7.51%2.01%
Look-through coverage99.9%100.0%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • HVLU
  • ESTX
  • CETF
  • ASML ASML HOLDING NVIn 1 of 4IACTnot heldHVLUnot heldESTX10.4%CETFnot held
  • NVDA NVIDIA CORPIn 1 of 4IACT8.4%HVLUnot heldESTXnot heldCETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4IACTnot heldHVLUnot heldESTXnot heldCETF7.9%
  • AAPL APPLE INCIn 1 of 4IACT7.7%HVLUnot heldESTXnot heldCETFnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4IACTnot heldHVLUnot heldESTXnot heldCETF6.4%

and 542 more companies the funds hold

How alike they are

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