HGBL vs WDMF

  • HGBL
  • WDMF

HGBL and WDMF hold 1,271 companies between them. 379 are in both, and 59% of each fund is the same companies.

In both · 59%HGBL only · 41%

Side by side

FundBetaSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.11%0.35%
Fund size--$154.0m
Holdings1196493
1Y price return+15.0%+7.0%
Distribution yield1.20%3.39%
Look-through coverage99.9%99.3%

Return, last year

change since the start
share of each fund
  • HGBL
  • WDMF
  • NVDA NVIDIA CORPIn all 2HGBL6.0%WDMF5.7%
  • AAPL APPLE INCIn all 2HGBL5.3%WDMF5.1%
  • MSFT MICROSOFT CORPIn all 2HGBL4.2%WDMF3.9%
  • GOOG ALPHABET CLASS CIn all 2HGBL1.9%WDMF3.5%
  • AMZN AMAZON.COM INCIn all 2HGBL2.7%WDMF2.3%

and 1,261 more companies the funds hold

How alike they are

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