ESTX vs IHQL vs IQLT vs IVE

  • ESTX
  • IHQL
  • IQLT
  • IVE

ESTX, IHQL, IQLT and IVE hold at least 813 companies between them. 13 are in every one of them, and IHQL and IQLT are the most alike: 99% of each is the same companies.

Side by side

ESTXIHQLIQLTIVE
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.28%0.25%0.32%
Fund size$435.7m$2.0m$17.0m$577.0m
Holdings50338312694
1Y price return−5.1%----+2.5%
Distribution yield7.54%Not yetNot yet3.63%
Look-through coverage100.0%99.2%99.4%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IHQL
  • IQLT
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%IHQL2.9%IQLT2.9%IVE3.2%
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldIHQL5.8%IQLT5.8%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldIHQL5.7%IQLT5.7%IVEnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldIHQL5.2%IQLT5.2%IVEnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldIHQL4.8%IQLT4.8%IVEnot held

and 803 more companies the funds hold

How alike they are

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