INCM vs WVOL

  • INCM
  • WVOL

INCM and WVOL hold at least 494 companies between them. 96 are in both, and 27% of each fund is the same companies.

In both · 27%INCM only · 73%

Side by side

INCMWVOL
FundBetaSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.39%0.25%
Fund size$103.7m$75.0m
Holdings192430
1Y price return+1.3%only priced since 2026-09-24+3.8%
Distribution yield4.98%2.06%
Look-through coverage99.7%99.3%

Return, last year

change since the start
share of each fund
  • INCM
  • WVOL
  • MSFT MICROSOFT CORPIn all 2INCM7.8%WVOL1.0%
  • AAPL APPLE INCIn all 2INCM5.5%WVOL0.6%
  • VZ VERIZON COMMUNICATIONS INCIn all 2INCM4.2%WVOL0.5%
  • AVGO BROADCOM INCIn all 2INCM3.8%WVOL0.3%
  • XOM EXXONMOBIL HOLDINGS CORPIn all 2INCM2.4%WVOL1.3%

and 484 more companies the funds hold

How alike they are

Keep going

See INCM + WVOL as one portfolioEvery company, where you'd own it twiceWhat moved INCM in the last monthIts biggest gains and falls, by company

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