IACT vs IVLU vs ESTX vs IVV

  • IACT
  • IVLU
  • ESTX
  • IVV

IACT, IVLU, ESTX and IVV hold 878 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

IACTIVLUESTXIVV
FundiSharesiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.25%0.35%0.04%
Fund size$258.0m$28.0m$435.7m$11.9b
Holdings26740850512
1Y price return+11.4%--−5.1%+8.6%
Distribution yield0.53%Not yet7.51%1.00%
Look-through coverage99.9%99.6%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IACT
  • IVLU
  • ESTX
  • IVV
  • MU MICRON TECHNOLOGY INCIn 3 of 4IACT2.0%IVLU16.3%ESTXnot heldIVV1.8%
  • ASML ASML HOLDING NVIn 1 of 4IACTnot heldIVLUnot heldESTX10.4%IVVnot held
  • NVDA NVIDIA CORPIn 2 of 4IACT8.4%IVLUnot heldESTXnot heldIVV8.3%
  • AAPL APPLE INCIn 2 of 4IACT7.7%IVLUnot heldESTXnot heldIVV7.2%
  • MSFT MICROSOFT CORPIn 2 of 4IACT4.9%IVLUnot heldESTXnot heldIVV5.7%

and 868 more companies the funds hold

How alike they are

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