ESTX vs IQLT vs QHAL

  • ESTX
  • IQLT
  • QHAL

ESTX, IQLT and QHAL hold 402 companies between them. 9 are in every one of them, and IQLT and QHAL are the most alike: 82% of each is the same companies.

Side by side

ESTXIQLTQHAL
FundGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.43%
Fund size$435.7m$17.0m$2.2b
Holdings50312294
1Y price return−5.1%--+11.4%
Distribution yield7.51%Not yet3.33%
Look-through coverage100.0%99.4%100.0%

Return, last year

change since the start
share of each fund
  • ESTX
  • IQLT
  • QHAL
  • ASML ASML HOLDING NVIn all 3ESTX10.4%IQLT2.9%QHAL2.9%
  • MSFT MICROSOFT CORPIn 2 of 3ESTXnot heldIQLT5.7%QHAL5.8%
  • META META PLATFORMS INCIn 2 of 3ESTXnot heldIQLT5.8%QHAL5.5%
  • AAPL APPLE INCIn 2 of 3ESTXnot heldIQLT5.2%QHAL5.3%
  • NVDA NVIDIA CORPIn 2 of 3ESTXnot heldIQLT4.8%QHAL4.9%

and 392 more companies the funds hold

How alike they are

Keep going

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