IHQL vs WVOL vs IWLD

  • IHQL
  • WVOL
  • IWLD

IHQL, WVOL and IWLD hold at least 874 companies between them. 66 are in every one of them, and IHQL and IWLD are the most alike: 44% of each is the same companies.

Side by side

IHQLWVOLIWLD
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.28%0.25%0.09%
Fund size$2.0m$75.0m$1.5b
Holdings338430618
1Y price return--+3.7%+7.4%
Distribution yieldNot yet2.09%1.32%
Look-through coverage99.2%99.3%99.7%

Return, last year

change since the start
share of each fund
  • IHQL
  • WVOL
  • IWLD
  • NVDA NVIDIA CORPIn all 3IHQL4.8%WVOL0.8%IWLD11.6%
  • MSFT MICROSOFT CORPIn all 3IHQL5.7%WVOL1.0%IWLD8.0%
  • META META PLATFORMS INCIn 2 of 3IHQL5.8%WVOL<0.1%IWLDnot held
  • AAPL APPLE INCIn 2 of 3IHQL5.2%WVOL0.6%IWLDnot held
  • GOOGL ALPHABET INC-AIn 2 of 3IHQL2.3%WVOLnot heldIWLD4.5%

and 864 more companies the funds hold

How alike they are

Keep going

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