IVE vs IACT vs ESTX vs HVLU

  • IVE
  • IACT
  • ESTX
  • HVLU

IVE, IACT, ESTX and HVLU 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

IVEIACTESTXHVLU
FundiSharesiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.45%0.35%0.43%
Fund size$577.0m$258.0m$435.7m$61.0m
Holdings69426750249
1Y price return+2.5%+11.4%−5.1%+31.6%
Distribution yield3.62%0.53%7.51%17.13%
Look-through coverage98.5%99.9%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • IACT
  • ESTX
  • HVLU
  • ASML ASML HOLDING NVIn 2 of 4IVE3.2%IACTnot heldESTX10.4%HVLUnot held
  • NVDA NVIDIA CORPIn 1 of 4IVEnot heldIACT8.4%ESTXnot heldHVLUnot held
  • AAPL APPLE INCIn 1 of 4IVEnot heldIACT7.7%ESTXnot heldHVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVEnot heldIACT4.9%ESTXnot heldHVLUnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVEnot heldIACT2.0%ESTXnot heldHVLU4.9%

and 966 more companies the funds hold

How alike they are

Show the other 2

Keep going

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