ESTX vs HQLT vs IVE

  • ESTX
  • HQLT
  • IVE

ESTX, HQLT and IVE hold at least 757 companies between them. 6 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXHQLTIVE
FundGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.32%
Fund size$435.7m--$577.0m
Holdings50163694
1Y price return−5.1%+10.2%+2.5%
Distribution yield7.51%4.02%3.62%
Look-through coverage100.0%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • HQLT
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%HQLT5.2%IVE3.2%
  • META META PLATFORMS INCIn 1 of 3ESTXnot heldHQLT5.6%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldHQLT5.1%IVEnot held
  • GOOG ALPHABET INC-CIn 1 of 3ESTXnot heldHQLT5.0%IVEnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 3ESTXnot heldHQLT4.9%IVEnot held

and 747 more companies the funds hold

How alike they are

Keep going

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