ESTX vs IVE vs IWLD vs QLTY

  • ESTX
  • IVE
  • IWLD
  • QLTY

ESTX, IVE, IWLD and QLTY hold 992 companies between them. 4 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXIVEIWLDQLTY
FundGlobal XiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.32%0.09%0.35%
Fund size$435.7m$577.0m$1.5b--
Holdings50694618163
1Y price return−5.1%+2.5%+7.4%+3.9%
Distribution yield7.51%3.62%1.32%3.24%
Look-through coverage100.0%98.5%99.7%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • IVE
  • IWLD
  • QLTY
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldIVEnot heldIWLD11.6%QLTYnot held
  • ASML ASML HOLDING NVIn all 4ESTX10.4%IVE3.2%IWLD1.6%QLTY5.2%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldIVEnot heldIWLD8.0%QLTY5.1%
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldIVEnot heldIWLDnot heldQLTY5.6%
  • GOOG ALPHABET INC-CIn 2 of 4ESTXnot heldIVEnot heldIWLD3.5%QLTY5.0%

and 982 more companies the funds hold

How alike they are

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