WDMF vs IWLD vs HQLT

  • WDMF
  • IWLD
  • HQLT

WDMF, IWLD and HQLT 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

WDMFIWLDHQLT
FundiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.38%
Fund size$154.0m$1.5b--
Holdings493618163
1Y price return+8.4%+7.7%+9.9%
Distribution yield3.37%1.32%4.02%
Look-through coverage99.3%99.7%99.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • IWLD
  • HQLT
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%IWLD11.6%HQLTnot held
  • MSFT MICROSOFT CORPIn all 3WDMF3.9%IWLD8.0%HQLT5.1%
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%IWLDnot heldHQLT5.6%
  • ASML ASML HOLDING NVIn all 3WDMF0.7%IWLD1.6%HQLT5.2%
  • AAPL APPLE INCIn 1 of 3WDMF5.1%IWLDnot heldHQLTnot held

and 910 more companies the funds hold

How alike they are

Keep going

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