IMTM vs IHWL

  • IMTM
  • IHWL

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

In both · 30%IMTM only · 70%

Side by side

IMTMIHWL
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.12%
Fund size$16.0m$879.0m
Holdings369791
1Y price return--+10.2%
Distribution yieldNot yet5.47%
Look-through coverage98.9%99.5%

Return, last year

change since the start
share of each fund
  • IMTM
  • IHWL
  • NVDA NVIDIA CORPIn 1 of 2IMTMnot heldIHWL11.6%
  • MSFT MICROSOFT CORPIn 1 of 2IMTMnot heldIHWL8.0%
  • MU MICRON TECHNOLOGY INCIn 1 of 2IMTM5.5%IHWLnot held
  • AMD ADVANCED MICRO DEVICES INCIn all 2IMTM4.5%IHWL2.2%
  • GOOGL ALPHABET INC-AIn all 2IMTM2.6%IHWL4.4%

and 774 more companies the funds hold

How alike they are

Keep going

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