IACT vs IVLU vs VEQ vs CNEW vs ESTX

  • IACT
  • IVLU
  • VEQ
  • CNEW
  • ESTX

IACT, IVLU, VEQ, CNEW and ESTX hold 1,799 companies between them. None is in every one of them, and VEQ and ESTX are the most alike: 31% of each is the same companies.

Side by side

IACTIVLUVEQCNEWESTX
FundiSharesiSharesVanguardVanEckGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.25%0.35%0.95%0.35%
Fund size$258.0m$28.0m$539.2m$81.0m$435.7m
Holdings267408122712150
1Y price return+11.4%--+0.6%−6.9%−5.1%
Distribution yield0.53%Not yet2.28%0.77%7.51%
Look-through coverage99.9%99.6%99.1%99.9%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • IVLU
  • VEQ
  • CNEW
  • ESTX
  • MU MICRON TECHNOLOGY INCIn 2 of 5IACT2.0%IVLU16.3%VEQnot heldCNEWnot heldESTXnot held
  • ASML ASML HOLDING NVIn 2 of 5IACTnot heldIVLUnot heldVEQ4.1%CNEWnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 5IACT8.4%IVLUnot heldVEQnot heldCNEWnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 5IACT7.7%IVLUnot heldVEQnot heldCNEWnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 5IACT4.9%IVLUnot heldVEQnot heldCNEWnot heldESTXnot held

and 1,789 more companies the funds hold

How alike they are

Show the other 6

Keep going

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