Compare HQLT · IHWL
HQLT and IHWL hold 668 companies between them. 75 are in both, and 23.1% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Communication Services
- Health Care
- Industrials
- Everything else
- NVDANVIDIA CORPIn 1 of 2HQLTnot heldIHWL11.6%
- MSFTMICROSOFT CORPIn all 2HQLT5.1%IHWL8.0%
- METAMETA PLATFORMS INCIn 1 of 2HQLT5.6%IHWLnot held
- ASMLASML HOLDING NVIn all 2HQLT5.2%IHWL1.6%
- GOOGALPHABET INC-CIn all 2HQLT5.0%IHWL3.5%
- JNJJOHNSON & JOHNSONIn 1 of 2HQLT4.9%IHWLnot held
- VVISA INC-CLASS AIn all 2HQLT4.9%IHWL1.3%
- GOOGLALPHABET INC-AIn 1 of 2HQLTnot heldIHWL4.4%
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 2HQLT3.8%IHWLnot held
- COSTCOSTCO WHOLESALE CORPIn all 2HQLT3.7%IHWL0.9%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What HQLT already gives you
- HQLT and IHWL share 75 companies23.1%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.