ESTX vs IQLT vs IVE

  • ESTX
  • IQLT
  • IVE

ESTX, IQLT and IVE hold at least 813 companies between them. 13 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIQLTIVE
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.32%
Fund size$435.7m$17.0m$577.0m
Holdings50312694
1Y price return−5.1%--+2.5%
Distribution yield7.51%Not yet3.62%
Look-through coverage100.0%99.4%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • IQLT
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%IQLT2.9%IVE3.2%
  • META META PLATFORMS INCIn 1 of 3ESTXnot heldIQLT5.8%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldIQLT5.7%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldIQLT5.2%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldIQLT4.8%IVEnot held

and 803 more companies the funds hold

How alike they are

Keep going

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