ESTX vs IWLD vs QLTY vs IVE

  • ESTX
  • IWLD
  • QLTY
  • IVE

ESTX, IWLD, QLTY and IVE 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

ESTXIWLDQLTYIVE
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.35%0.32%
Fund size$435.7m$1.5b--$577.0m
Holdings50618163694
1Y price return−5.1%+7.4%+3.9%+2.5%
Distribution yield7.54%1.33%3.24%3.63%
Look-through coverage100.0%99.7%99.9%98.5%

Return, last year

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

and 982 more companies the funds hold

How alike they are

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