IACT vs IQLT vs IWLD vs IVE

  • IACT
  • IQLT
  • IWLD
  • IVE

IACT, IQLT, IWLD and IVE hold at least 1,125 companies between them. None is in every one of them, and IQLT and IWLD are the most alike: 44% of each is the same companies.

Side by side

IACTIQLTIWLDIVE
FundiSharesiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.25%0.09%0.32%
Fund size$258.0m$17.0m$1.5b$577.0m
Holdings267312618694
1Y price return+11.4%--+7.4%+2.5%
Distribution yield0.53%Not yet1.33%3.63%
Look-through coverage99.9%99.4%99.7%98.5%

Return, last year

change since the start
share of each fund
  • IACT
  • IQLT
  • IWLD
  • IVE
  • NVDA NVIDIA CORPIn 3 of 4IACT8.4%IQLT4.8%IWLD11.6%IVEnot held
  • MSFT MICROSOFT CORPIn 3 of 4IACT4.9%IQLT5.7%IWLD8.0%IVEnot held
  • AAPL APPLE INCIn 2 of 4IACT7.7%IQLT5.2%IWLDnot heldIVEnot held
  • META META PLATFORMS INCIn 2 of 4IACT2.8%IQLT5.8%IWLDnot heldIVEnot held
  • GOOGL ALPHABET INC-AIn 3 of 4IACT2.4%IQLT2.3%IWLD4.5%IVEnot held

and 1,115 more companies the funds hold

How alike they are

Show the other 2

Keep going

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