ESTX vs HQLT vs IHQL vs IVE vs IACT

  • ESTX
  • HQLT
  • IHQL
  • IVE
  • IACT

ESTX, HQLT, IHQL, IVE and IACT hold at least 1,048 companies between them. None is in every one of them, and HQLT and IHQL are the most alike: 40% of each is the same companies.

Side by side

ESTXHQLTIHQLIVEIACT
FundGlobal XBetaSharesiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.28%0.32%0.45%
Fund size$435.7m--$2.0m$577.0m$258.0m
Holdings50163338694267
1Y price return−5.1%+10.2%--+2.5%+11.4%
Distribution yield7.51%4.02%Not yet3.62%0.53%
Look-through coverage100.0%99.9%99.2%98.5%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • HQLT
  • IHQL
  • IVE
  • IACT
  • ASML ASML HOLDING NVIn 4 of 5ESTX10.4%HQLT5.2%IHQL2.9%IVE3.2%IACTnot held
  • NVDA NVIDIA CORPIn 2 of 5ESTXnot heldHQLTnot heldIHQL4.8%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 2 of 5ESTXnot heldHQLTnot heldIHQL5.2%IVEnot heldIACT7.7%
  • META META PLATFORMS INCIn 3 of 5ESTXnot heldHQLT5.6%IHQL5.8%IVEnot heldIACT2.8%
  • MSFT MICROSOFT CORPIn 3 of 5ESTXnot heldHQLT5.1%IHQL5.7%IVEnot heldIACT4.9%

and 1,038 more companies the funds hold

How alike they are

Show the other 6

Keep going

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