IMTM vs CFLO vs IHQL

  • IMTM
  • CFLO
  • IHQL

IMTM, CFLO and IHQL hold at least 650 companies between them. 23 are in every one of them, and CFLO and IHQL are the most alike: 29% of each is the same companies.

Side by side

IMTMCFLOIHQL
FundiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.40%0.28%
Fund size$16.0m$26.0m$2.0m
Holdings369213338
1Y price return--+12.0%--
Distribution yieldNot yet2.89%Not yet
Look-through coverage98.9%99.7%99.2%

Return, last year

change since the start
share of each fund
  • IMTM
  • CFLO
  • IHQL
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldCFLOnot heldIHQL5.8%
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldCFLOnot heldIHQL5.7%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%CFLOnot heldIHQLnot held
  • PANW PALO ALTO NETWORKS INCIn 2 of 3IMTM0.8%CFLO5.3%IHQLnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldCFLOnot heldIHQL5.2%

and 640 more companies the funds hold

How alike they are

Keep going

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