ESTX vs HQLT vs IVE vs IACT

  • ESTX
  • HQLT
  • IVE
  • IACT

ESTX, HQLT, IVE and IACT hold 975 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

ESTXHQLTIVEIACT
FundGlobal XBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.32%0.45%
Fund size$435.7m--$577.0m$258.0m
Holdings50163694267
1Y price return−5.1%+10.2%+2.5%+11.4%
Distribution yield7.51%4.02%3.62%0.53%
Look-through coverage100.0%99.9%98.5%99.9%

Return, last year

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

and 965 more companies the funds hold

How alike they are

Show the other 2

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