ESTX vs UYLD vs HQUS vs IVE

  • ESTX
  • UYLD
  • HQUS
  • IVE

ESTX, UYLD, HQUS and IVE hold 1,160 companies between them. None is in every one of them, and UYLD and HQUS are the most alike: 44% of each is the same companies.

Side by side

ESTXUYLDHQUSIVE
FundGlobal XGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.60%0.32%0.32%
Fund size$435.7m$13.9m$303.8m$577.0m
Holdings50504505694
1Y price return−5.3%−0.8%+0.4%only priced since 2026-09-24+2.3%
Distribution yield7.51%10.22%2.68%3.62%
Look-through coverage100.0%99.9%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • UYLD
  • HQUS
  • IVE
  • ASML ASML HOLDING NVIn 2 of 4ESTX10.4%UYLDnot heldHQUSnot heldIVE3.2%
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldUYLD8.4%HQUS0.2%IVEnot held
  • AAPL APPLE INCIn 2 of 4ESTXnot heldUYLD7.5%HQUS0.2%IVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4ESTXnot heldUYLD5.7%HQUS0.2%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 4ESTX4.5%UYLDnot heldHQUSnot heldIVE1.1%

and 1,150 more companies the funds hold

How alike they are

Show the other 2

Keep going

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