IVE vs IACT vs ESTX

  • IVE
  • IACT
  • ESTX

IVE, IACT and ESTX hold at least 913 companies between them. None is in every one of them, and IVE and ESTX are the most alike: 23% of each is the same companies.

Side by side

IVEIACTESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.45%0.35%
Fund size$577.0m$258.0m$435.7m
Holdings69426750
1Y price return+2.5%+11.4%−5.1%
Distribution yield3.62%0.53%7.51%
Look-through coverage98.5%99.9%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • IACT
  • ESTX
  • ASML ASML HOLDING NVIn 2 of 3IVE3.2%IACTnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldIACT8.4%ESTXnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldIACT7.7%ESTXnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldIACT4.9%ESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3IVE1.1%IACTnot heldESTX4.5%

and 903 more companies the funds hold

How alike they are

Keep going

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