IWLD vs HQLT vs WDMF

  • IWLD
  • HQLT
  • WDMF

IWLD, HQLT and WDMF hold 920 companies between them. 36 are in every one of them, and IWLD and WDMF are the most alike: 39% of each is the same companies.

Side by side

IWLDHQLTWDMF
FundiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.09%0.38%0.35%
Fund size$1.5b--$154.0m
Holdings618163493
1Y price return+7.4%+10.2%+8.1%
Distribution yield1.32%4.02%3.37%
Look-through coverage99.7%99.9%99.3%

Return, last year

change since the start
share of each fund
  • IWLD
  • HQLT
  • WDMF
  • NVDA NVIDIA CORPIn 2 of 3IWLD11.6%HQLTnot heldWDMF5.7%
  • MSFT MICROSOFT CORPIn all 3IWLD8.0%HQLT5.1%WDMF3.9%
  • META META PLATFORMS INCIn 2 of 3IWLDnot heldHQLT5.6%WDMF1.5%
  • ASML ASML HOLDING NVIn all 3IWLD1.6%HQLT5.2%WDMF0.7%
  • AAPL APPLE INCIn 1 of 3IWLDnot heldHQLTnot heldWDMF5.1%

and 910 more companies the funds hold

How alike they are

Keep going

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