QLTY vs ESTX vs HVLU vs IWLD

  • QLTY
  • ESTX
  • HVLU
  • IWLD

QLTY, ESTX, HVLU and IWLD hold 818 companies between them. None is in every one of them, and QLTY and IWLD are the most alike: 23% of each is the same companies.

Side by side

QLTYESTXHVLUIWLD
FundBetaSharesGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.43%0.09%
Fund size--$435.7m$61.0m$1.5b
Holdings16350249618
1Y price return+3.9%−5.1%+31.6%+7.4%
Distribution yield3.24%7.51%17.13%1.32%
Look-through coverage99.9%100.0%100.0%99.7%

Return, last year

change since the start
share of each fund
  • QLTY
  • ESTX
  • HVLU
  • IWLD
  • NVDA NVIDIA CORPIn 1 of 4QLTYnot heldESTXnot heldHVLUnot heldIWLD11.6%
  • ASML ASML HOLDING NVIn 3 of 4QLTY5.2%ESTX10.4%HVLUnot heldIWLD1.6%
  • MSFT MICROSOFT CORPIn 2 of 4QLTY5.1%ESTXnot heldHVLUnot heldIWLD8.0%
  • META META PLATFORMS INCIn 1 of 4QLTY5.6%ESTXnot heldHVLUnot heldIWLDnot held
  • GOOG ALPHABET INC-CIn 2 of 4QLTY5.0%ESTXnot heldHVLUnot heldIWLD3.5%

and 808 more companies the funds hold

How alike they are

Show the other 2

Keep going

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