IVE vs ESTX vs HVLU vs IACT

  • IVE
  • ESTX
  • HVLU
  • IACT

IVE, ESTX, HVLU and IACT hold 976 companies between them. None is in every one of them, and IVE and HVLU are the most alike: 27% of each is the same companies.

Side by side

IVEESTXHVLUIACT
FundiSharesGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.43%0.45%
Fund size$577.0m$435.7m$61.0m$258.0m
Holdings69450249267
1Y price return+2.5%−5.1%+31.6%+11.4%
Distribution yield3.62%7.51%17.13%0.53%
Look-through coverage98.5%100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • ESTX
  • HVLU
  • IACT
  • ASML ASML HOLDING NVIn 2 of 4IVE3.2%ESTX10.4%HVLUnot heldIACTnot held
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldESTXnot heldHVLUnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4IVEnot heldESTXnot heldHVLUnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldESTXnot heldHVLUnot heldIACT4.9%
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVEnot heldESTXnot heldHVLU4.9%IACT2.0%

and 966 more companies the funds hold

How alike they are

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