ESTX vs QLTY vs GWTH vs IVE

  • ESTX
  • QLTY
  • GWTH
  • IVE

ESTX, QLTY, GWTH and IVE hold at least 806 companies between them. 1 is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXQLTYGWTHIVE
FundGlobal XBetaSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.40%0.32%
Fund size$435.7m--$14.0m$577.0m
Holdings5016390694
1Y price return−5.1%+3.9%+1.2%+2.5%
Distribution yield7.51%3.24%3.31%one payment in the year3.62%
Look-through coverage100.0%99.9%98.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QLTY
  • GWTH
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%QLTY5.2%GWTH5.0%IVE3.2%
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 4ESTXnot heldQLTYnot heldGWTH6.3%IVEnot held
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldQLTY5.6%GWTHnot heldIVEnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESTXnot heldQLTYnot heldGWTH5.5%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldQLTY5.1%GWTHnot heldIVEnot held

and 796 more companies the funds hold

How alike they are

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