IMTM vs ESTX vs IHQL

  • IMTM
  • ESTX
  • IHQL

IMTM, ESTX and IHQL hold at least 579 companies between them. 5 are in every one of them, and IMTM and IHQL are the most alike: 28% of each is the same companies.

Side by side

IMTMESTXIHQL
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.28%
Fund size$16.0m$435.7m$2.0m
Holdings36950338
1Y price return--−5.1%--
Distribution yieldNot yet7.51%Not yet
Look-through coverage98.9%100.0%99.2%

Return, last year

change since the start
share of each fund
  • IMTM
  • ESTX
  • IHQL
  • ASML ASML HOLDING NVIn all 3IMTM2.7%ESTX10.4%IHQL2.9%
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldESTXnot heldIHQL5.8%
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldESTXnot heldIHQL5.7%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%ESTXnot heldIHQLnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldESTXnot heldIHQL5.2%

and 569 more companies the funds hold

How alike they are

Keep going

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