IACT vs IVE vs VEQ vs IVV vs ESTX

  • IACT
  • IVE
  • VEQ
  • IVV
  • ESTX

IACT, IVE, VEQ, IVV and ESTX hold at least 2,076 companies between them. None is in every one of them, and IACT and IVV are the most alike: 68% of each is the same companies.

Side by side

FundiSharesiSharesVanguardiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.32%0.35%0.04%0.35%
Fund size$258.0m$577.0m$539.2m$11.9b$435.7m
Holdings267694122751250
1Y price return+11.4%+2.5%+0.6%+8.6%−5.1%
Distribution yield0.53%3.62%2.28%1.00%7.51%
Look-through coverage99.9%98.5%99.1%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • IVE
  • VEQ
  • IVV
  • ESTX
  • ASML ASML HOLDING NVIn 3 of 5IACTnot heldIVE3.2%VEQ4.1%IVVnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 2 of 5IACT8.4%IVEnot heldVEQnot heldIVV8.3%ESTXnot held
  • AAPL APPLE INCIn 2 of 5IACT7.7%IVEnot heldVEQnot heldIVV7.2%ESTXnot held
  • MSFT MICROSOFT CORPIn 2 of 5IACT4.9%IVEnot heldVEQnot heldIVV5.7%ESTXnot held
  • SIE SIEMENS AG-REGIn 3 of 5IACTnot heldIVE1.1%VEQ1.5%IVVnot heldESTX4.5%

and 2,066 more companies the funds hold

How alike they are

Show the other 6

Keep going

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