WDMF vs IWLD vs HQLT vs CNEW

  • WDMF
  • IWLD
  • HQLT
  • CNEW

WDMF, IWLD, HQLT and CNEW hold 1,040 companies between them. None is in every one of them, and WDMF and IWLD are the most alike: 39% of each is the same companies.

Side by side

WDMFIWLDHQLTCNEW
FundiSharesiSharesBetaSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.09%0.38%0.95%
Fund size$154.0m$1.5b--$81.0m
Holdings493618163121
1Y price return+8.1%+7.4%+10.2%−6.9%
Distribution yield3.37%1.32%4.02%0.77%
Look-through coverage99.3%99.7%99.9%99.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • IWLD
  • HQLT
  • CNEW
  • NVDA NVIDIA CORPIn 2 of 4WDMF5.7%IWLD11.6%HQLTnot heldCNEWnot held
  • MSFT MICROSOFT CORPIn 3 of 4WDMF3.9%IWLD8.0%HQLT5.1%CNEWnot held
  • META META PLATFORMS INCIn 2 of 4WDMF1.5%IWLDnot heldHQLT5.6%CNEWnot held
  • ASML ASML HOLDING NVIn 3 of 4WDMF0.7%IWLD1.6%HQLT5.2%CNEWnot held
  • AAPL APPLE INCIn 1 of 4WDMF5.1%IWLDnot heldHQLTnot heldCNEWnot held

and 1,030 more companies the funds hold

How alike they are

Show the other 2

Keep going

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