ESGI vs HQLT vs VISM

  • ESGI
  • HQLT
  • VISM

ESGI, HQLT and VISM hold at least 3,907 companies between them. None is in every one of them, and ESGI and HQLT are the most alike: 18% of each is the same companies.

Side by side

ESGIHQLTVISM
FundVanEckBetaSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.38%0.32%
Fund size$217.0m--$753.9m
Holdings1391633715
1Y price return+3.8%+10.2%+0.4%
Distribution yield2.68%4.02%8.17%
Look-through coverage98.8%99.9%99.2%

Return, last year

change since the start
share of each fund
  • ESGI
  • HQLT
  • VISM
  • AMAT APPLIED MATERIALS INCIn 2 of 3ESGI5.8%HQLT3.6%VISMnot held
  • ASML ASML HOLDING NVIn 2 of 3ESGI5.8%HQLT5.2%VISMnot held
  • META META PLATFORMS INCIn 1 of 3ESGInot heldHQLT5.6%VISMnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 3ESGI5.6%HQLTnot heldVISMnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESGInot heldHQLT5.1%VISMnot held

and 3,897 more companies the funds hold

How alike they are

Keep going

See ESGI + HQLT + VISM as one portfolioEvery company, where you'd own it twiceWhat moved ESGI this monthIts biggest gains and falls, by company