ESTX vs QLTY vs WDMF vs IVE

  • ESTX
  • QLTY
  • WDMF
  • IVE

ESTX, QLTY, WDMF and IVE hold at least 1,010 companies between them. 3 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXQLTYWDMFIVE
FundGlobal XBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.35%0.32%
Fund size$435.7m--$154.0m$577.0m
Holdings50163493694
1Y price return−5.1%+3.9%+8.1%+2.5%
Distribution yield7.51%3.24%3.37%3.62%
Look-through coverage100.0%99.9%99.3%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QLTY
  • WDMF
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%QLTY5.2%WDMF0.7%IVE3.2%
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldQLTYnot heldWDMF5.7%IVEnot held
  • META META PLATFORMS INCIn 2 of 4ESTXnot heldQLTY5.6%WDMF1.5%IVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldQLTYnot heldWDMF5.1%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldQLTY5.1%WDMF3.9%IVEnot held

and 1,000 more companies the funds hold

How alike they are

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