WVOL vs HQLT vs ESTX vs CNEW

  • WVOL
  • HQLT
  • ESTX
  • CNEW

WVOL, HQLT, ESTX and CNEW hold 647 companies between them. None is in every one of them, and WVOL and HQLT are the most alike: 17% of each is the same companies.

Side by side

WVOLHQLTESTXCNEW
FundiSharesBetaSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.38%0.35%0.95%
Fund size$75.0m--$435.7m$81.0m
Holdings43016350121
1Y price return+3.7%+10.2%−5.1%−6.9%
Distribution yield2.09%4.02%7.51%0.77%
Look-through coverage99.3%99.9%100.0%99.9%

Return, last year

change since the start
share of each fund
  • WVOL
  • HQLT
  • ESTX
  • CNEW
  • ASML ASML HOLDING NVIn 3 of 4WVOL0.7%HQLT5.2%ESTX10.4%CNEWnot held
  • META META PLATFORMS INCIn 2 of 4WVOL<0.1%HQLT5.6%ESTXnot heldCNEWnot held
  • MSFT MICROSOFT CORPIn 2 of 4WVOL1.0%HQLT5.1%ESTXnot heldCNEWnot held
  • GOOG ALPHABET INC-CIn 2 of 4WVOL0.3%HQLT5.0%ESTXnot heldCNEWnot held
  • JNJ JOHNSON & JOHNSONIn 2 of 4WVOL1.2%HQLT4.9%ESTXnot heldCNEWnot held

and 637 more companies the funds hold

How alike they are

Show the other 2

Keep going

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