UYLD vs IACT vs ESTX

  • UYLD
  • IACT
  • ESTX

UYLD, IACT and ESTX hold 606 companies between them. None is in every one of them, and UYLD and IACT are the most alike: 68% of each is the same companies.

Side by side

UYLDIACTESTX
FundGlobal XiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.60%0.45%0.35%
Fund size$13.9m$258.0m$435.7m
Holdings50426750
1Y price return−1.7%+11.4%−5.1%
Distribution yield10.22%0.53%7.51%
Look-through coverage99.9%99.9%100.0%

Return, last year

change since the start
share of each fund
  • UYLD
  • IACT
  • ESTX
  • ASML ASML HOLDING NVIn 1 of 3UYLDnot heldIACTnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 2 of 3UYLD8.4%IACT8.4%ESTXnot held
  • AAPL APPLE INCIn 2 of 3UYLD7.5%IACT7.7%ESTXnot held
  • MSFT MICROSOFT CORPIn 2 of 3UYLD5.7%IACT4.9%ESTXnot held
  • SIE SIEMENS AG-REGIn 1 of 3UYLDnot heldIACTnot heldESTX4.5%

and 596 more companies the funds hold

How alike they are

Keep going

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