IAA vs CNEW vs WDMF vs VISM

  • IAA
  • CNEW
  • WDMF
  • VISM

IAA, CNEW, WDMF and VISM hold at least 4,268 companies between them. None is in every one of them, and WDMF and VISM are the most alike: 2% of each is the same companies.

Side by side

IAACNEWWDMFVISM
FundiSharesVanEckiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.29%0.95%0.35%0.32%
Fund size$1.3b$81.0m$154.0m$753.9m
Holdings651214933715
1Y price return+38.1%−6.6%+8.4%+0.3%
Distribution yield1.45%0.77%3.37%8.17%
Look-through coverage99.5%99.9%99.3%99.2%

Return, last year

change since the start
share of each fund
  • IAA
  • CNEW
  • WDMF
  • VISM
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4IAA28.0%CNEWnot heldWDMFnot heldVISMnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 4IAA13.7%CNEWnot heldWDMFnot heldVISMnot held
  • 000660 SK HYNIX INCIn 1 of 4IAA11.4%CNEWnot heldWDMFnot heldVISMnot held
  • NVDA NVIDIA CORPIn 1 of 4IAAnot heldCNEWnot heldWDMF5.7%VISMnot held
  • AAPL APPLE INCIn 1 of 4IAAnot heldCNEWnot heldWDMF5.1%VISMnot held

and 4,258 more companies the funds hold

How alike they are

Show the other 2

Keep going

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