ESTX vs HQLT vs IIND vs IVE

  • ESTX
  • HQLT
  • IIND
  • IVE

ESTX, HQLT, IIND and IVE hold 787 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

FundGlobal XBetaSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.80%0.32%
Fund size$435.7m--$178.0m$577.0m
Holdings5016332694
1Y price return−5.1%+10.2%−20.6%+2.5%
Distribution yield7.51%4.02%0.88%3.62%
Look-through coverage100.0%99.9%99.6%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HQLT
  • IIND
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%HQLT5.2%IINDnot heldIVE3.2%
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldHQLT5.6%IINDnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldHQLT5.1%IINDnot heldIVEnot held
  • GOOG ALPHABET INC-CIn 1 of 4ESTXnot heldHQLT5.0%IINDnot heldIVEnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4ESTXnot heldHQLT4.9%IINDnot heldIVEnot held

and 777 more companies the funds hold

How alike they are

Show the other 2

Keep going

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