IHWL vs IMTM

  • IHWL
  • IMTM

IHWL and IMTM hold at least 784 companies between them. 155 are in both, and 30% of each fund is the same companies.

In both · 30%IHWL only · 70%

Side by side

IHWLIMTM
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.12%0.25%
Fund size$879.0m$16.0m
Holdings791369
1Y price return+10.2%--
Distribution yield5.47%Not yet
Look-through coverage99.5%98.9%

Return, last year

change since the start
share of each fund
  • IHWL
  • IMTM
  • NVDA NVIDIA CORPIn 1 of 2IHWL11.6%IMTMnot held
  • MSFT MICROSOFT CORPIn 1 of 2IHWL8.0%IMTMnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 2IHWLnot heldIMTM5.5%
  • AMD ADVANCED MICRO DEVICES INCIn all 2IHWL2.2%IMTM4.5%
  • GOOGL ALPHABET INC-AIn all 2IHWL4.4%IMTM2.6%

and 774 more companies the funds hold

How alike they are

Keep going

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