ESTX vs IHQL vs HQLT vs IVE

  • ESTX
  • IHQL
  • HQLT
  • IVE

ESTX, IHQL, HQLT and IVE hold at least 864 companies between them. 5 are in every one of them, and IHQL and HQLT are the most alike: 40% of each is the same companies.

Side by side

ESTXIHQLHQLTIVE
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.28%0.38%0.32%
Fund size$435.7m$2.0m--$577.0m
Holdings50338163694
1Y price return−5.1%--+10.2%+2.5%
Distribution yield7.51%Not yet4.02%3.62%
Look-through coverage100.0%99.2%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IHQL
  • HQLT
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%IHQL2.9%HQLT5.2%IVE3.2%
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldIHQL5.8%HQLT5.6%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldIHQL5.7%HQLT5.1%IVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldIHQL5.2%HQLTnot heldIVEnot held
  • GOOG ALPHABET INC-CIn 2 of 4ESTXnot heldIHQL1.8%HQLT5.0%IVEnot held

and 854 more companies the funds hold

How alike they are

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