IHQL vs QLTY vs ESTX vs IWLD

  • IHQL
  • QLTY
  • ESTX
  • IWLD

IHQL, QLTY, ESTX and IWLD hold 785 companies between them. 4 are in every one of them, and IHQL and IWLD are the most alike: 44% of each is the same companies.

Side by side

IHQLQLTYESTXIWLD
FundiSharesBetaSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.28%0.35%0.35%0.09%
Fund size$2.0m--$435.7m$1.5b
Holdings33816350618
1Y price return--+3.9%−5.1%+7.4%
Distribution yieldNot yet3.24%7.54%1.33%
Look-through coverage99.2%99.9%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IHQL
  • QLTY
  • ESTX
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 4IHQL4.8%QLTYnot heldESTXnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn all 4IHQL2.9%QLTY5.2%ESTX10.4%IWLD1.6%
  • MSFT MICROSOFT CORPIn 3 of 4IHQL5.7%QLTY5.1%ESTXnot heldIWLD8.0%
  • META META PLATFORMS INCIn 2 of 4IHQL5.8%QLTY5.6%ESTXnot heldIWLDnot held
  • AAPL APPLE INCIn 1 of 4IHQL5.2%QLTYnot heldESTXnot heldIWLDnot held

and 775 more companies the funds hold

How alike they are

Show the other 2

Keep going

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