IHQL vs WDMF

  • IHQL
  • WDMF

IHQL and WDMF hold at least 630 companies between them. 129 are in both, and 38% of each fund is the same companies.

In both · 38%IHQL only · 62%

Side by side

IHQLWDMF
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.28%0.35%
Fund size$2.0m$154.0m
Holdings338493
1Y price return--+8.1%
Distribution yieldNot yet3.36%
Look-through coverage99.2%99.3%

Return, last year

change since the start
share of each fund
  • IHQL
  • WDMF
  • META META PLATFORMS INCIn all 2IHQL5.8%WDMF1.5%
  • NVDA NVIDIA CORPIn all 2IHQL4.8%WDMF5.7%
  • MSFT MICROSOFT CORPIn all 2IHQL5.7%WDMF3.9%
  • AAPL APPLE INCIn all 2IHQL5.2%WDMF5.1%
  • LLY ELI LILLY & COIn all 2IHQL4.0%WDMF0.9%

and 620 more companies the funds hold

How alike they are

Keep going

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