WDMF vs HQLT vs IHWL

  • WDMF
  • HQLT
  • IHWL

WDMF, HQLT and IHWL hold 922 companies between them. 36 are in every one of them, and WDMF and IHWL are the most alike: 39% of each is the same companies.

Side by side

WDMFHQLTIHWL
FundiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.12%
Fund size$154.0m--$879.0m
Holdings493163791
1Y price return+8.1%+10.2%+10.2%
Distribution yield3.36%3.99%5.47%
Look-through coverage99.3%99.9%99.5%

Return, last year

change since the start
share of each fund
  • WDMF
  • HQLT
  • IHWL
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%HQLTnot heldIHWL11.6%
  • MSFT MICROSOFT CORPIn all 3WDMF3.9%HQLT5.1%IHWL8.0%
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%HQLT5.6%IHWLnot held
  • ASML ASML HOLDING NVIn all 3WDMF0.7%HQLT5.2%IHWL1.6%
  • AAPL APPLE INCIn 1 of 3WDMF5.1%HQLTnot heldIHWLnot held

and 912 more companies the funds hold

How alike they are

Keep going

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