IACT vs HVLU vs ESTX vs VTS

  • IACT
  • HVLU
  • ESTX
  • VTS

IACT, HVLU, ESTX and VTS hold 3,583 companies between them. None is in every one of them, and IACT and VTS are the most alike: 63% of each is the same companies.

Side by side

IACTHVLUESTXVTS
FundiSharesVanEckGlobal XVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.43%0.35%0.03%
Fund size$258.0m$61.0m$435.7m$6.3b
Holdings267249503501
1Y price return+11.4%+31.6%−5.1%+8.2%
Distribution yield0.53%17.13%7.51%1.04%
Look-through coverage99.9%100.0%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IACT
  • HVLU
  • ESTX
  • VTS
  • ASML ASML HOLDING NVIn 1 of 4IACTnot heldHVLUnot heldESTX10.4%VTSnot held
  • NVDA NVIDIA CORPIn 2 of 4IACT8.4%HVLUnot heldESTXnot heldVTS6.9%
  • AAPL APPLE INCIn 2 of 4IACT7.7%HVLUnot heldESTXnot heldVTS6.3%
  • MSFT MICROSOFT CORPIn 2 of 4IACT4.9%HVLUnot heldESTXnot heldVTS5.1%
  • MU MICRON TECHNOLOGY INCIn 3 of 4IACT2.0%HVLU4.9%ESTXnot heldVTS1.5%

and 3,573 more companies the funds hold

How alike they are

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