IHQL vs HQLT vs ESTX vs IVE

  • IHQL
  • HQLT
  • ESTX
  • IVE

IHQL, HQLT, ESTX and IVE hold at least 864 companies between them. 5 are in every one of them, and IHQL and HQLT are the most alike: 40% of each is the same companies.

Side by side

IHQLHQLTESTXIVE
FundiSharesBetaSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.28%0.38%0.35%0.32%
Fund size$2.0m--$435.7m$577.0m
Holdings33816350694
1Y price return--+10.2%−5.1%+2.5%
Distribution yieldNot yet4.02%7.51%3.62%
Look-through coverage99.2%99.9%100.0%98.5%

Return, last year

change since the start
share of each fund
  • IHQL
  • HQLT
  • ESTX
  • IVE
  • ASML ASML HOLDING NVIn all 4IHQL2.9%HQLT5.2%ESTX10.4%IVE3.2%
  • META META PLATFORMS INCIn 2 of 4IHQL5.8%HQLT5.6%ESTXnot heldIVEnot held
  • MSFT MICROSOFT CORPIn 2 of 4IHQL5.7%HQLT5.1%ESTXnot heldIVEnot held
  • AAPL APPLE INCIn 1 of 4IHQL5.2%HQLTnot heldESTXnot heldIVEnot held
  • GOOG ALPHABET INC-CIn 2 of 4IHQL1.8%HQLT5.0%ESTXnot heldIVEnot held

and 854 more companies the funds hold

How alike they are

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