ESTX vs HVLU vs QLTY vs IACT

  • ESTX
  • HVLU
  • QLTY
  • IACT

ESTX, HVLU, QLTY and IACT hold 604 companies between them. None is in every one of them, and QLTY and IACT are the most alike: 22% of each is the same companies.

Side by side

ESTXHVLUQLTYIACT
FundGlobal XVanEckBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.35%0.45%
Fund size$435.7m$61.0m--$258.0m
Holdings50249163267
1Y price return−5.1%+31.6%+3.9%+11.4%
Distribution yield7.51%17.13%3.24%0.53%
Look-through coverage100.0%100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • HVLU
  • QLTY
  • IACT
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%HVLUnot heldQLTY5.2%IACTnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldHVLUnot heldQLTYnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldHVLUnot heldQLTYnot heldIACT7.7%
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldHVLUnot heldQLTY5.6%IACT2.8%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldHVLUnot heldQLTY5.1%IACT4.9%

and 594 more companies the funds hold

How alike they are

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