IHQL vs ESTX vs IVE

  • IHQL
  • ESTX
  • IVE

IHQL, ESTX and IVE hold at least 813 companies between them. 13 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

IHQLESTXIVE
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.35%0.32%
Fund size$2.0m$435.7m$577.0m
Holdings33850694
1Y price return--−5.1%+2.5%
Distribution yieldNot yet7.51%3.62%
Look-through coverage99.2%100.0%98.5%

Return, last year

change since the start
share of each fund
  • IHQL
  • ESTX
  • IVE
  • ASML ASML HOLDING NVIn all 3IHQL2.9%ESTX10.4%IVE3.2%
  • META META PLATFORMS INCIn 1 of 3IHQL5.8%ESTXnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3IHQL5.7%ESTXnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 3IHQL5.2%ESTXnot heldIVEnot held
  • NVDA NVIDIA CORPIn 1 of 3IHQL4.8%ESTXnot heldIVEnot held

and 803 more companies the funds hold

How alike they are

Keep going

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