ESTX vs QLTY vs IWLD vs IVE

  • ESTX
  • QLTY
  • IWLD
  • IVE

ESTX, QLTY, IWLD 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

ESTXQLTYIWLDIVE
FundGlobal XBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.09%0.32%
Fund size$435.7m--$1.5b$577.0m
Holdings50163618694
1Y price return−5.1%+3.9%+7.4%+2.5%
Distribution yield7.51%3.24%1.32%3.62%
Look-through coverage100.0%99.9%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QLTY
  • IWLD
  • IVE
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldQLTYnot heldIWLD11.6%IVEnot held
  • ASML ASML HOLDING NVIn all 4ESTX10.4%QLTY5.2%IWLD1.6%IVE3.2%
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldQLTY5.1%IWLD8.0%IVEnot held
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldQLTY5.6%IWLDnot heldIVEnot held
  • GOOG ALPHABET INC-CIn 2 of 4ESTXnot heldQLTY5.0%IWLD3.5%IVEnot held

and 982 more companies the funds hold

How alike they are

Show the other 2

Keep going

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