IMTM vs IHQL vs ESTX

  • IMTM
  • IHQL
  • ESTX

IMTM, IHQL and ESTX 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

IMTMIHQLESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.28%0.35%
Fund size$16.0m$2.0m$435.7m
Holdings36933850
1Y price return----−5.3%
Distribution yieldNot yetNot yet7.51%
Look-through coverage98.9%99.2%100.0%

Return, last year

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

and 569 more companies the funds hold

How alike they are

Keep going

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