ESTX vs IACT vs IHQL vs IVE

  • ESTX
  • IACT
  • IHQL
  • IVE

ESTX, IACT, IHQL and IVE hold at least 1,010 companies between them. None is in every one of them, and IACT and IHQL are the most alike: 37% of each is the same companies.

Side by side

FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.45%0.28%0.32%
Fund size$435.7m$258.0m$2.0m$577.0m
Holdings50267338694
1Y price return−5.1%+11.4%--+2.5%
Distribution yield7.51%0.53%Not yet3.62%
Look-through coverage100.0%99.9%99.2%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IACT
  • IHQL
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%IACTnot heldIHQL2.9%IVE3.2%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldIACT8.4%IHQL4.8%IVEnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldIACT7.7%IHQL5.2%IVEnot held
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldIACT2.8%IHQL5.8%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldIACT4.9%IHQL5.7%IVEnot held

and 1,000 more companies the funds hold

How alike they are

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