IHQL vs IWLD vs ESTX

  • IHQL
  • IWLD
  • ESTX

IHQL, IWLD and ESTX 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

IHQLIWLDESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.09%0.35%
Fund size$2.0m$1.5b$435.7m
Holdings33861850
1Y price return--+7.7%−5.3%
Distribution yieldNot yet1.32%7.51%
Look-through coverage99.2%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IHQL
  • IWLD
  • ESTX
  • NVDA NVIDIA CORPIn 2 of 3IHQL4.8%IWLD11.6%ESTXnot held
  • ASML ASML HOLDING NVIn all 3IHQL2.9%IWLD1.6%ESTX10.4%
  • MSFT MICROSOFT CORPIn 2 of 3IHQL5.7%IWLD8.0%ESTXnot held
  • META META PLATFORMS INCIn 1 of 3IHQL5.8%IWLDnot heldESTXnot held
  • AAPL APPLE INCIn 1 of 3IHQL5.2%IWLDnot heldESTXnot held

and 724 more companies the funds hold

How alike they are

Keep going

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