ESTX vs QUAL vs EXUS vs IVE

  • ESTX
  • QUAL
  • EXUS
  • IVE

ESTX, QUAL, EXUS and IVE hold 1,175 companies between them. 11 are in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

ESTXQUALEXUSIVE
FundGlobal XVanEckBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.40%0.14%0.32%
Fund size$435.7m$7.7b--$577.0m
Holdings50294877694
1Y price return−5.1%+4.5%+5.1%only priced since 2025-11-09+2.5%
Distribution yield7.51%3.38%Not yet3.62%
Look-through coverage100.0%99.9%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • QUAL
  • EXUS
  • IVE
  • ASML ASML HOLDING NVIn all 4ESTX10.4%QUAL2.8%EXUS2.9%IVE3.2%
  • MSFT MICROSOFT CORPIn 1 of 4ESTXnot heldQUAL5.8%EXUSnot heldIVEnot held
  • META META PLATFORMS INCIn 1 of 4ESTXnot heldQUAL5.5%EXUSnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 4ESTXnot heldQUAL5.3%EXUSnot heldIVEnot held
  • NVDA NVIDIA CORPIn 1 of 4ESTXnot heldQUAL4.9%EXUSnot heldIVEnot held

and 1,165 more companies the funds hold

How alike they are

Show the other 2

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