WVOL vs HQLT

  • WVOL
  • HQLT

WVOL and HQLT hold 499 companies between them. 62 are in both, and 17% of each fund is the same companies.

In both · 17%WVOL only · 83%

Side by side

WVOLHQLT
FundiSharesBetaShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.38%
Fund size$75.0m--
Holdings430163
1Y price return+3.7%+10.2%
Distribution yield2.09%4.02%
Look-through coverage99.3%99.9%

Return, last year

change since the start
share of each fund
  • WVOL
  • HQLT
  • META META PLATFORMS INCIn all 2WVOL<0.1%HQLT5.6%
  • ASML ASML HOLDING NVIn all 2WVOL0.7%HQLT5.2%
  • MSFT MICROSOFT CORPIn all 2WVOL1.0%HQLT5.1%
  • GOOG ALPHABET INC-CIn all 2WVOL0.3%HQLT5.0%
  • JNJ JOHNSON & JOHNSONIn all 2WVOL1.2%HQLT4.9%

and 489 more companies the funds hold

How alike they are

Keep going

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