IWLD vs WDMF vs HQLT

  • IWLD
  • WDMF
  • HQLT

IWLD, WDMF and HQLT 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

IWLDWDMFHQLT
FundiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.09%0.35%0.38%
Fund size$1.5b$154.0m--
Holdings618493163
1Y price return+7.4%+8.1%+10.2%
Distribution yield1.32%3.37%4.02%
Look-through coverage99.7%99.3%99.9%

Return, last year

change since the start
share of each fund
  • IWLD
  • WDMF
  • HQLT
  • NVDA NVIDIA CORPIn 2 of 3IWLD11.6%WDMF5.7%HQLTnot held
  • MSFT MICROSOFT CORPIn all 3IWLD8.0%WDMF3.9%HQLT5.1%
  • META META PLATFORMS INCIn 2 of 3IWLDnot heldWDMF1.5%HQLT5.6%
  • ASML ASML HOLDING NVIn all 3IWLD1.6%WDMF0.7%HQLT5.2%
  • AAPL APPLE INCIn 1 of 3IWLDnot heldWDMF5.1%HQLTnot held

and 910 more companies the funds hold

How alike they are

Keep going

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