IHQL vs IVE vs IWLD

  • IHQL
  • IVE
  • IWLD

IHQL, IVE and IWLD hold at least 999 companies between them. 75 are in every one of them, and IHQL and IWLD are the most alike: 44% of each is the same companies.

Side by side

IHQLIVEIWLD
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.32%0.09%
Fund size$2.0m$577.0m$1.5b
Holdings338694618
1Y price return--+2.5%+7.4%
Distribution yieldNot yet3.62%1.32%
Look-through coverage99.2%98.5%99.7%

Return, last year

change since the start
share of each fund
  • IHQL
  • IVE
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 3IHQL4.8%IVEnot heldIWLD11.6%
  • MSFT MICROSOFT CORPIn 2 of 3IHQL5.7%IVEnot heldIWLD8.0%
  • META META PLATFORMS INCIn 1 of 3IHQL5.8%IVEnot heldIWLDnot held
  • AAPL APPLE INCIn 1 of 3IHQL5.2%IVEnot heldIWLDnot held
  • GOOGL ALPHABET INC-AIn 2 of 3IHQL2.3%IVEnot heldIWLD4.5%

and 989 more companies the funds hold

How alike they are

Keep going

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