IMTM vs WDMF vs IHWL

  • IMTM
  • WDMF
  • IHWL

IMTM, WDMF and IHWL hold at least 976 companies between them. 67 are in every one of them, and WDMF and IHWL are the most alike: 39% of each is the same companies.

Side by side

IMTMWDMFIHWL
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.12%
Fund size$16.0m$154.0m$879.0m
Holdings369493791
1Y price return--+8.1%+10.2%
Distribution yieldNot yet3.37%5.46%
Look-through coverage98.9%99.3%99.5%

Return, last year

change since the start
share of each fund
  • IMTM
  • WDMF
  • IHWL
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldWDMF5.7%IHWL11.6%
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldWDMF3.9%IHWL8.0%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%WDMF1.1%IHWLnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldWDMF5.1%IHWLnot held
  • AMD ADVANCED MICRO DEVICES INCIn all 3IMTM4.5%WDMF0.9%IHWL2.2%

and 966 more companies the funds hold

How alike they are

Keep going

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