IACT vs IHQL vs GARP vs ESTX

  • IACT
  • IHQL
  • GARP
  • ESTX

IACT, IHQL, GARP and ESTX hold 631 companies between them. None is in every one of them, and IHQL and GARP are the most alike: 50% of each is the same companies.

Side by side

IACTIHQLGARPESTX
FundiSharesiSharesGlobal XGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.28%0.30%0.35%
Fund size$258.0m$2.0m$131.6m$435.7m
Holdings26733822050
1Y price return+11.4%--−2.6%−5.1%
Distribution yield0.53%Not yet5.90%7.51%
Look-through coverage99.9%99.2%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • IHQL
  • GARP
  • ESTX
  • ASML ASML HOLDING NVIn 3 of 4IACTnot heldIHQL2.9%GARP3.1%ESTX10.4%
  • NVDA NVIDIA CORPIn 3 of 4IACT8.4%IHQL4.8%GARP5.5%ESTXnot held
  • AAPL APPLE INCIn 2 of 4IACT7.7%IHQL5.2%GARPnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 3 of 4IACT4.9%IHQL5.7%GARP6.2%ESTXnot held
  • META META PLATFORMS INCIn 3 of 4IACT2.8%IHQL5.8%GARP6.1%ESTXnot held

and 621 more companies the funds hold

How alike they are

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