ESTX vs IHWL

  • ESTX
  • IHWL

ESTX and IHWL hold 622 companies between them. 21 are in both, and 5% of each fund is the same companies.

In both · 5%ESTX only · 95%

Side by side

ESTXIHWL
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.35%0.12%
Fund size$435.7m$879.0m
Holdings50791
1Y price return−5.3%+9.8%
Distribution yield7.51%5.46%
Look-through coverage100.0%99.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IHWL
  • NVDA NVIDIA CORPIn 1 of 2ESTXnot heldIHWL11.6%
  • ASML ASML HOLDING NVIn all 2ESTX10.4%IHWL1.6%
  • MSFT MICROSOFT CORPIn 1 of 2ESTXnot heldIHWL8.0%
  • SIE SIEMENS AG-REGIn 1 of 2ESTX4.5%IHWLnot held
  • GOOGL ALPHABET INC-AIn 1 of 2ESTXnot heldIHWL4.4%

and 612 more companies the funds hold

How alike they are

Keep going

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