HQLT vs ESTX vs IVE vs IIND

  • HQLT
  • ESTX
  • IVE
  • IIND

HQLT, ESTX, IVE and IIND hold 787 companies between them. None is in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

HQLTESTXIVEIIND
FundBetaSharesGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.38%0.35%0.32%0.80%
Fund size--$435.7m$577.0m$178.0m
Holdings1635069432
1Y price return+10.2%−5.1%+2.5%−20.6%
Distribution yield4.02%7.51%3.62%0.88%
Look-through coverage99.9%100.0%98.5%99.6%

Return, last year

change since the start
share of each fund
  • HQLT
  • ESTX
  • IVE
  • IIND
  • ASML ASML HOLDING NVIn 3 of 4HQLT5.2%ESTX10.4%IVE3.2%IINDnot held
  • META META PLATFORMS INCIn 1 of 4HQLT5.6%ESTXnot heldIVEnot heldIINDnot held
  • MSFT MICROSOFT CORPIn 1 of 4HQLT5.1%ESTXnot heldIVEnot heldIINDnot held
  • GOOG ALPHABET INC-CIn 1 of 4HQLT5.0%ESTXnot heldIVEnot heldIINDnot held
  • JNJ JOHNSON & JOHNSONIn 1 of 4HQLT4.9%ESTXnot heldIVEnot heldIINDnot held

and 777 more companies the funds hold

How alike they are

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