ESTX vs QLTY vs IWLD vs F100 vs IVE

  • ESTX
  • QLTY
  • IWLD
  • F100
  • IVE

ESTX, QLTY, IWLD, F100 and IVE hold at least 1,017 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXQLTYIWLDF100IVE
FundGlobal XBetaSharesiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.09%0.45%0.32%
Fund size$435.7m--$1.5b--$577.0m
Holdings50163618104694
1Y price return−5.1%+3.9%+7.4%+3.1%+2.5%
Distribution yield7.54%3.24%1.33%3.48%3.63%
Look-through coverage100.0%99.9%99.7%98.0%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QLTY
  • IWLD
  • F100
  • IVE
  • NVDA NVIDIA CORPIn 1 of 5ESTXnot heldQLTYnot heldIWLD11.6%F100not heldIVEnot held
  • ASML ASML HOLDING NVIn 4 of 5ESTX10.4%QLTY5.2%IWLD1.6%F100not heldIVE3.2%
  • HSBA HSBC HOLDINGS PLCIn 3 of 5ESTXnot heldQLTYnot heldIWLD0.8%F10010.2%IVE1.6%
  • SHEL SHELL PLCIn 2 of 5ESTXnot heldQLTYnot heldIWLDnot heldF1008.3%IVE1.3%
  • MSFT MICROSOFT CORPIn 2 of 5ESTXnot heldQLTY5.1%IWLD8.0%F100not heldIVEnot held

and 1,007 more companies the funds hold

How alike they are

Show the other 6

Keep going

See ESTX + QLTY + IWLD + F100 + IVE as one portfolioEvery company, where you'd own it twiceWhat moved ESTX this monthIts biggest gains and falls, by company