IHQL vs ESTX vs VTS

  • IHQL
  • ESTX
  • VTS

IHQL, ESTX and VTS hold 3,572 companies between them. None is in every one of them, and IHQL and VTS are the most alike: 41% of each is the same companies.

Side by side

IHQLESTXVTS
FundiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.35%0.03%
Fund size$2.0m$435.7m$6.3b
Holdings338503501
1Y price return--−5.1%+8.2%
Distribution yieldNot yet7.51%1.04%
Look-through coverage99.2%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IHQL
  • ESTX
  • VTS
  • ASML ASML HOLDING NVIn 2 of 3IHQL2.9%ESTX10.4%VTSnot held
  • NVDA NVIDIA CORPIn 2 of 3IHQL4.8%ESTXnot heldVTS6.9%
  • AAPL APPLE INCIn 2 of 3IHQL5.2%ESTXnot heldVTS6.3%
  • META META PLATFORMS INCIn 2 of 3IHQL5.8%ESTXnot heldVTS1.7%
  • MSFT MICROSOFT CORPIn 2 of 3IHQL5.7%ESTXnot heldVTS5.1%

and 3,562 more companies the funds hold

How alike they are

Keep going

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