EXUS vs WDMF vs IVE

  • EXUS
  • WDMF
  • IVE

EXUS, WDMF and IVE hold at least 1,275 companies between them. 146 are in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

FundBetaSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.14%0.35%0.32%
Fund size--$154.0m$577.0m
Holdings877493694
1Y price return+5.1%only priced since 2025-11-09+8.1%+2.5%
Distribution yieldNot yet3.37%3.62%
Look-through coverage99.7%99.3%98.5%

Return, last year

change since the start
share of each fund
  • EXUS
  • WDMF
  • IVE
  • NVDA NVIDIA CORPIn 1 of 3EXUSnot heldWDMF5.7%IVEnot held
  • AAPL APPLE INCIn 1 of 3EXUSnot heldWDMF5.1%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3EXUSnot heldWDMF3.9%IVEnot held
  • GOOG ALPHABET INC-CIn 1 of 3EXUSnot heldWDMF3.5%IVEnot held
  • ASML ASML HOLDING NVIn all 3EXUS2.9%WDMF0.7%IVE3.2%

and 1,265 more companies the funds hold

How alike they are

Keep going

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