IHWL vs BGBL

  • IHWL
  • BGBL

IHWL and BGBL hold 1,293 companies between them. 480 are in both, and 49% of each fund is the same companies.

In both · 49%IHWL only · 51%

Side by side

IHWLBGBL
FundiSharesBetaShares
Asset classInternational sharesInternational shares
Fee a year0.12%0.08%
Fund size$879.0m--
Holdings7911196
1Y price return+10.2%+7.9%
Distribution yield5.47%1.14%
Look-through coverage99.5%99.9%

Return, last year

change since the start
share of each fund
  • IHWL
  • BGBL
  • NVDA NVIDIA CORPIn all 2IHWL11.6%BGBL6.0%
  • MSFT MICROSOFT CORPIn all 2IHWL8.0%BGBL4.2%
  • AAPL APPLE INCIn 1 of 2IHWLnot heldBGBL5.3%
  • GOOGL ALPHABET INC-AIn all 2IHWL4.4%BGBL2.3%
  • GOOG ALPHABET INC-CIn all 2IHWL3.5%BGBL1.9%

and 1,283 more companies the funds hold

How alike they are

Keep going

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