WDMF vs HQLT vs IWLD

  • WDMF
  • HQLT
  • IWLD

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

Side by side

WDMFHQLTIWLD
FundiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.38%0.09%
Fund size$154.0m--$1.5b
Holdings493163618
1Y price return+8.1%+10.2%+7.4%
Distribution yield3.37%4.02%1.32%
Look-through coverage99.3%99.9%99.7%

Return, last year

change since the start
share of each fund
  • WDMF
  • HQLT
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%HQLTnot heldIWLD11.6%
  • MSFT MICROSOFT CORPIn all 3WDMF3.9%HQLT5.1%IWLD8.0%
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%HQLT5.6%IWLDnot held
  • ASML ASML HOLDING NVIn all 3WDMF0.7%HQLT5.2%IWLD1.6%
  • AAPL APPLE INCIn 1 of 3WDMF5.1%HQLTnot heldIWLDnot held

and 910 more companies the funds hold

How alike they are

Keep going

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