IHQL vs GARP vs ESTX

  • IHQL
  • GARP
  • ESTX

IHQL, GARP and ESTX hold 449 companies between them. 7 are in every one of them, and IHQL and GARP are the most alike: 50% of each is the same companies.

Side by side

IHQLGARPESTX
FundiSharesGlobal XGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.30%0.35%
Fund size$2.0m$131.6m$435.7m
Holdings33822050
1Y price return--−2.6%−5.1%
Distribution yieldNot yet5.90%7.51%
Look-through coverage99.2%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IHQL
  • GARP
  • ESTX
  • ASML ASML HOLDING NVIn all 3IHQL2.9%GARP3.1%ESTX10.4%
  • MSFT MICROSOFT CORPIn 2 of 3IHQL5.7%GARP6.2%ESTXnot held
  • META META PLATFORMS INCIn 2 of 3IHQL5.8%GARP6.1%ESTXnot held
  • NVDA NVIDIA CORPIn 2 of 3IHQL4.8%GARP5.5%ESTXnot held
  • AAPL APPLE INCIn 1 of 3IHQL5.2%GARPnot heldESTXnot held

and 439 more companies the funds hold

How alike they are

Keep going

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