IHQL vs ESTX vs IWLD

  • IHQL
  • ESTX
  • IWLD

IHQL, ESTX and IWLD hold 734 companies between them. 8 are in every one of them, and IHQL and IWLD are the most alike: 44% of each is the same companies.

Side by side

IHQLESTXIWLD
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.35%0.09%
Fund size$2.0m$435.7m$1.5b
Holdings33850618
1Y price return--−5.3%+7.7%
Distribution yieldNot yet7.51%1.32%
Look-through coverage99.2%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IHQL
  • ESTX
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 3IHQL4.8%ESTXnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn all 3IHQL2.9%ESTX10.4%IWLD1.6%
  • MSFT MICROSOFT CORPIn 2 of 3IHQL5.7%ESTXnot heldIWLD8.0%
  • META META PLATFORMS INCIn 1 of 3IHQL5.8%ESTXnot heldIWLDnot held
  • AAPL APPLE INCIn 1 of 3IHQL5.2%ESTXnot heldIWLDnot held

and 724 more companies the funds hold

How alike they are

Keep going

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