ESTX vs HQLT vs IHQL vs IVE

  • ESTX
  • HQLT
  • IHQL
  • IVE

ESTX, HQLT, IHQL and IVE hold at least 864 companies between them. 5 are in every one of them, and HQLT and IHQL are the most alike: 40% of each is the same companies.

Side by side

ESTXHQLTIHQLIVE
FundGlobal XBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.28%0.32%
Fund size$435.7m--$2.0m$577.0m
Holdings50163338694
1Y price return−5.1%+10.2%--+2.5%
Distribution yield7.51%4.02%Not yet3.62%
Look-through coverage100.0%99.9%99.2%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HQLT
  • IHQL
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%HQLT5.2%IHQL2.9%IVE3.2%
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldHQLT5.6%IHQL5.8%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldHQLT5.1%IHQL5.7%IVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldHQLTnot heldIHQL5.2%IVEnot held
  • GOOG ALPHABET INC-CIn 2 of 4ESTXnot heldHQLT5.0%IHQL1.8%IVEnot held

and 854 more companies the funds hold

How alike they are

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