IWLD vs HQLT vs ESTX

  • IWLD
  • HQLT
  • ESTX

IWLD, HQLT and ESTX hold 693 companies between them. 4 are in every one of them, and IWLD and HQLT are the most alike: 23% of each is the same companies.

Side by side

IWLDHQLTESTX
FundiSharesBetaSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.09%0.38%0.35%
Fund size$1.5b--$435.7m
Holdings61816350
1Y price return+7.7%+9.9%−5.3%
Distribution yield1.32%4.02%7.51%
Look-through coverage99.7%99.9%100.0%

Return, last year

change since the start
share of each fund
  • IWLD
  • HQLT
  • ESTX
  • NVDA NVIDIA CORPIn 1 of 3IWLD11.6%HQLTnot heldESTXnot held
  • ASML ASML HOLDING NVIn all 3IWLD1.6%HQLT5.2%ESTX10.4%
  • MSFT MICROSOFT CORPIn 2 of 3IWLD8.0%HQLT5.1%ESTXnot held
  • META META PLATFORMS INCIn 1 of 3IWLDnot heldHQLT5.6%ESTXnot held
  • GOOG ALPHABET INC-CIn 2 of 3IWLD3.5%HQLT5.0%ESTXnot held

and 683 more companies the funds hold

How alike they are

Keep going

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