ESTX vs IIND vs QLTY vs IVE

  • ESTX
  • IIND
  • QLTY
  • IVE

ESTX, IIND, QLTY and IVE hold 787 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIINDQLTYIVE
FundGlobal XBetaSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.80%0.35%0.32%
Fund size$435.7m$178.0m--$577.0m
Holdings5032163694
1Y price return−5.1%−20.6%+3.9%+2.5%
Distribution yield7.51%0.88%3.24%3.62%
Look-through coverage100.0%99.6%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IIND
  • QLTY
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%IINDnot heldQLTY5.2%IVE3.2%
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldIINDnot heldQLTY5.6%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldIINDnot heldQLTY5.1%IVEnot held
  • GOOG ALPHABET INC-CIn 1 of 4ESTXnot heldIINDnot heldQLTY5.0%IVEnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4ESTXnot heldIINDnot heldQLTY4.9%IVEnot held

and 777 more companies the funds hold

How alike they are

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