ESTX vs CNEW vs HQLT vs IVE

  • ESTX
  • CNEW
  • HQLT
  • IVE

ESTX, CNEW, HQLT and IVE hold 877 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXCNEWHQLTIVE
FundGlobal XVanEckBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.95%0.38%0.32%
Fund size$435.7m$81.0m--$577.0m
Holdings50121163694
1Y price return−5.1%−6.9%+10.2%+2.5%
Distribution yield7.51%0.77%4.02%3.62%
Look-through coverage100.0%99.9%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • CNEW
  • HQLT
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%CNEWnot heldHQLT5.2%IVE3.2%
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldCNEWnot heldHQLT5.6%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldCNEWnot heldHQLT5.1%IVEnot held
  • GOOG ALPHABET INC-CIn 1 of 4ESTXnot heldCNEWnot heldHQLT5.0%IVEnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4ESTXnot heldCNEWnot heldHQLT4.9%IVEnot held

and 867 more companies the funds hold

How alike they are

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