IQLT vs WVOL

  • IQLT
  • WVOL

IQLT and WVOL hold at least 580 companies between them. 118 are in both, and 27% of each fund is the same companies.

In both · 27%IQLT only · 73%

Side by side

IQLTWVOL
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.25%
Fund size$17.0m$75.0m
Holdings312430
1Y price return--+3.7%
Distribution yieldNot yet2.08%
Look-through coverage99.4%99.3%

Return, last year

change since the start
share of each fund
  • IQLT
  • WVOL
  • META META PLATFORMS INCIn all 2IQLT5.8%WVOL<0.1%
  • MSFT MICROSOFT CORPIn all 2IQLT5.7%WVOL1.0%
  • AAPL APPLE INCIn all 2IQLT5.2%WVOL0.6%
  • NVDA NVIDIA CORPIn all 2IQLT4.8%WVOL0.8%
  • LLY ELI LILLY & COIn all 2IQLT4.0%WVOL0.2%

and 570 more companies the funds hold

How alike they are

Keep going

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