ESTX vs IHWL vs CETF

  • ESTX
  • IHWL
  • CETF

ESTX, IHWL and CETF hold 672 companies between them. None is in every one of them, and ESTX and IHWL are the most alike: 5% of each is the same companies.

Side by side

FundGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.12%0.60%
Fund size$435.7m$879.0m$36.0m
Holdings5079151
1Y price return−5.1%+10.2%−8.6%
Distribution yield7.51%5.46%2.01%
Look-through coverage100.0%99.5%100.0%

Return, last year

change since the start
share of each fund
  • ESTX
  • IHWL
  • CETF
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldIHWL11.6%CETFnot held
  • ASML ASML HOLDING NVIn 2 of 3ESTX10.4%IHWL1.6%CETFnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldIHWL8.0%CETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 3ESTXnot heldIHWLnot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 3ESTXnot heldIHWLnot heldCETF6.4%

and 662 more companies the funds hold

How alike they are

Keep going

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