IMTM vs IHQL vs WVOL

  • IMTM
  • IHQL
  • WVOL

IMTM, IHQL and WVOL hold at least 754 companies between them. 38 are in every one of them, and IMTM and IHQL are the most alike: 28% of each is the same companies.

Side by side

IMTMIHQLWVOL
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.28%0.25%
Fund size$16.0m$2.0m$75.0m
Holdings369338430
1Y price return----+3.7%
Distribution yieldNot yetNot yet2.09%
Look-through coverage98.9%99.2%99.3%

Return, last year

change since the start
share of each fund
  • IMTM
  • IHQL
  • WVOL
  • META META PLATFORMS INCIn 2 of 3IMTMnot heldIHQL5.8%WVOL<0.1%
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldIHQL5.7%WVOL1.0%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%IHQLnot heldWVOL0.2%
  • AAPL APPLE INCIn 2 of 3IMTMnot heldIHQL5.2%WVOL0.6%
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldIHQL4.8%WVOL0.8%

and 744 more companies the funds hold

How alike they are

Keep going

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