IHQL vs IWLD vs ESTX vs IQLT

  • IHQL
  • IWLD
  • ESTX
  • IQLT

IHQL, IWLD, ESTX and IQLT hold 734 companies between them. 8 are in every one of them, and IHQL and IQLT are the most alike: 99% of each is the same companies.

Side by side

IHQLIWLDESTXIQLT
FundiSharesiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.28%0.09%0.35%0.25%
Fund size$2.0m$1.5b$435.7m$17.0m
Holdings33861850312
1Y price return--+7.4%−5.1%--
Distribution yieldNot yet1.32%7.51%Not yet
Look-through coverage99.2%99.7%100.0%99.4%

Return, last year

change since the start
share of each fund
  • IHQL
  • IWLD
  • ESTX
  • IQLT
  • NVDA NVIDIA CORPIn 3 of 4IHQL4.8%IWLD11.6%ESTXnot heldIQLT4.8%
  • ASML ASML HOLDING NVIn all 4IHQL2.9%IWLD1.6%ESTX10.4%IQLT2.9%
  • MSFT MICROSOFT CORPIn 3 of 4IHQL5.7%IWLD8.0%ESTXnot heldIQLT5.7%
  • META META PLATFORMS INCIn 2 of 4IHQL5.8%IWLDnot heldESTXnot heldIQLT5.8%
  • AAPL APPLE INCIn 2 of 4IHQL5.2%IWLDnot heldESTXnot heldIQLT5.2%

and 724 more companies the funds hold

How alike they are

Show the other 2

Keep going

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