ESTX vs EXUS vs HQLT vs IVE

  • ESTX
  • EXUS
  • HQLT
  • IVE

ESTX, EXUS, HQLT and IVE hold 1,113 companies between them. 5 are in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

ESTXEXUSHQLTIVE
FundGlobal XBetaSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.14%0.38%0.32%
Fund size$435.7m----$577.0m
Holdings50877163694
1Y price return−5.3%+5.1%only priced since 2025-11-09+9.9%+2.3%
Distribution yield7.51%Not yet4.02%3.62%
Look-through coverage100.0%99.7%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • EXUS
  • HQLT
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%EXUS2.9%HQLT5.2%IVE3.2%
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldEXUSnot heldHQLT5.6%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldEXUSnot heldHQLT5.1%IVEnot held
  • GOOG ALPHABET INC-CIn 1 of 4ESTXnot heldEXUSnot heldHQLT5.0%IVEnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4ESTXnot heldEXUSnot heldHQLT4.9%IVEnot held

and 1,103 more companies the funds hold

How alike they are

Show the other 2

Keep going

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