ESTX vs QHAL vs IACT vs IVE

  • ESTX
  • QHAL
  • IACT
  • IVE

ESTX, QHAL, IACT and IVE hold 1,006 companies between them. None is in every one of them, and QHAL and IACT are the most alike: 44% of each is the same companies.

Side by side

ESTXQHALIACTIVE
FundGlobal XVanEckiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.43%0.45%0.32%
Fund size$435.7m$2.2b$258.0m$577.0m
Holdings50294267694
1Y price return−5.1%+11.4%+11.4%+2.5%
Distribution yield7.51%3.33%0.53%3.62%
Look-through coverage100.0%100.0%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QHAL
  • IACT
  • IVE
  • ASML ASML HOLDING NVIn 3 of 4ESTX10.4%QHAL2.9%IACTnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldQHAL4.9%IACT8.4%IVEnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldQHAL5.3%IACT7.7%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldQHAL5.8%IACT4.9%IVEnot held
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldQHAL5.5%IACT2.8%IVEnot held

and 996 more companies the funds hold

How alike they are

Show the other 2

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