IMTM vs IWLD

  • IMTM
  • IWLD

IMTM and IWLD hold at least 782 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

IMTMIWLD
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.09%
Fund size$16.0m$1.5b
Holdings369618
1Y price return--+7.4%
Distribution yieldNot yet1.32%
Look-through coverage98.9%99.7%

Return, last year

change since the start
share of each fund
  • IMTM
  • IWLD
  • NVDA NVIDIA CORPIn 1 of 2IMTMnot heldIWLD11.6%
  • MSFT MICROSOFT CORPIn 1 of 2IMTMnot heldIWLD8.0%
  • MU MICRON TECHNOLOGY INCIn 1 of 2IMTM5.5%IWLDnot held
  • AMD ADVANCED MICRO DEVICES INCIn all 2IMTM4.5%IWLD2.2%
  • GOOGL ALPHABET INC-AIn all 2IMTM2.6%IWLD4.5%

and 772 more companies the funds hold

How alike they are

Keep going

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