ESTX vs QLTY vs IWLD vs IACT vs IVE

  • ESTX
  • QLTY
  • IWLD
  • IACT
  • IVE

ESTX, QLTY, IWLD, IACT and IVE hold 1,127 companies between them. None is in every one of them, and IWLD and IACT are the most alike: 38% of each is the same companies.

Side by side

ESTXQLTYIWLDIACTIVE
FundGlobal XBetaSharesiSharesiSharesiShares
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$258.0m$577.0m
Holdings50163618267694
1Y price return−5.1%+3.9%+7.4%+11.4%+2.5%
Distribution yield7.51%3.24%1.32%0.53%3.62%
Look-through coverage100.0%99.9%99.7%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QLTY
  • IWLD
  • IACT
  • IVE
  • NVDA NVIDIA CORPIn 2 of 5ESTXnot heldQLTYnot heldIWLD11.6%IACT8.4%IVEnot held
  • ASML ASML HOLDING NVIn 4 of 5ESTX10.4%QLTY5.2%IWLD1.6%IACTnot heldIVE3.2%
  • MSFT MICROSOFT CORPIn 3 of 5ESTXnot heldQLTY5.1%IWLD8.0%IACT4.9%IVEnot held
  • AAPL APPLE INCIn 1 of 5ESTXnot heldQLTYnot heldIWLDnot heldIACT7.7%IVEnot held
  • META META PLATFORMS INCIn 2 of 5ESTXnot heldQLTY5.6%IWLDnot heldIACT2.8%IVEnot held

and 1,117 more companies the funds hold

How alike they are

Show the other 6

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