ESTX vs HQLT vs IVE vs VEQ vs IACT

  • ESTX
  • HQLT
  • IVE
  • VEQ
  • IACT

ESTX, HQLT, IVE, VEQ and IACT hold at least 1,827 companies between them. None is in every one of them, and IVE and VEQ are the most alike: 58% of each is the same companies.

Side by side

ESTXHQLTIVEVEQIACT
FundGlobal XBetaSharesiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.32%0.35%0.45%
Fund size$435.7m--$577.0m$539.2m$258.0m
Holdings501636941227267
1Y price return−5.1%+10.2%+2.5%+0.6%+11.4%
Distribution yield7.51%4.02%3.62%2.28%0.53%
Look-through coverage100.0%99.9%98.5%99.1%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • HQLT
  • IVE
  • VEQ
  • IACT
  • ASML ASML HOLDING NVIn 4 of 5ESTX10.4%HQLT5.2%IVE3.2%VEQ4.1%IACTnot held
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldHQLTnot heldIVEnot heldVEQnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 5ESTXnot heldHQLTnot heldIVEnot heldVEQnot heldIACT7.7%
  • META META PLATFORMS INCIn 2 of 5ESTXnot heldHQLT5.6%IVEnot heldVEQnot heldIACT2.8%
  • MSFT MICROSOFT CORPIn 2 of 5ESTXnot heldHQLT5.1%IVEnot heldVEQnot heldIACT4.9%

and 1,817 more companies the funds hold

How alike they are

Show the other 6

Keep going

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