IHQL vs WVOL

  • IHQL
  • WVOL

IHQL and WVOL hold at least 582 companies between them. 118 are in both, and 27% of each fund is the same companies.

In both · 27%IHQL only · 73%

Side by side

IHQLWVOL
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.28%0.25%
Fund size$2.0m$75.0m
Holdings338430
1Y price return--+3.7%
Distribution yieldNot yet2.09%
Look-through coverage99.2%99.3%

Return, last year

change since the start
share of each fund
  • IHQL
  • WVOL
  • META META PLATFORMS INCIn all 2IHQL5.8%WVOL<0.1%
  • MSFT MICROSOFT CORPIn all 2IHQL5.7%WVOL1.0%
  • AAPL APPLE INCIn all 2IHQL5.2%WVOL0.6%
  • NVDA NVIDIA CORPIn all 2IHQL4.8%WVOL0.8%
  • LLY ELI LILLY & COIn all 2IHQL4.0%WVOL0.2%

and 572 more companies the funds hold

How alike they are

Keep going

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