IACT vs IMTM vs IVE vs ESTX

  • IACT
  • IMTM
  • IVE
  • ESTX

IACT, IMTM, IVE and ESTX hold at least 986 companies between them. None is in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

IACTIMTMIVEESTX
FundiSharesiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.25%0.32%0.35%
Fund size$258.0m$16.0m$577.0m$435.7m
Holdings26736969450
1Y price return+11.4%--+2.5%−5.1%
Distribution yield0.53%Not yet3.62%7.51%
Look-through coverage99.9%98.9%98.5%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • IMTM
  • IVE
  • ESTX
  • ASML ASML HOLDING NVIn 3 of 4IACTnot heldIMTM2.7%IVE3.2%ESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 4IACT8.4%IMTMnot heldIVEnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 4IACT7.7%IMTMnot heldIVEnot heldESTXnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 4IACT2.0%IMTM5.5%IVEnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 4IACT4.9%IMTMnot heldIVEnot heldESTXnot held

and 976 more companies the funds hold

How alike they are

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