HQLT vs ESTX vs IWLD

  • HQLT
  • ESTX
  • IWLD

HQLT, ESTX and IWLD hold 693 companies between them. 4 are in every one of them, and HQLT and IWLD are the most alike: 23% of each is the same companies.

Side by side

HQLTESTXIWLD
FundBetaSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.38%0.35%0.09%
Fund size--$435.7m$1.5b
Holdings16350618
1Y price return+10.2%−5.1%+7.4%
Distribution yield3.99%7.54%1.33%
Look-through coverage99.9%100.0%99.7%

Return, last year

change since the start
share of each fund
  • HQLT
  • ESTX
  • IWLD
  • NVDA NVIDIA CORPIn 1 of 3HQLTnot heldESTXnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn all 3HQLT5.2%ESTX10.4%IWLD1.6%
  • MSFT MICROSOFT CORPIn 2 of 3HQLT5.1%ESTXnot heldIWLD8.0%
  • META META PLATFORMS INCIn 1 of 3HQLT5.6%ESTXnot heldIWLDnot held
  • GOOG ALPHABET INC-CIn 2 of 3HQLT5.0%ESTXnot heldIWLD3.5%

and 683 more companies the funds hold

How alike they are

Keep going

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