IAA vs ESTX vs WDMF

  • IAA
  • ESTX
  • WDMF

IAA, ESTX and WDMF hold 546 companies between them. None is in every one of them, and ESTX and WDMF are the most alike: 4% of each is the same companies.

Side by side

IAAESTXWDMF
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.29%0.35%0.35%
Fund size$1.3b$435.7m$154.0m
Holdings6550493
1Y price return+39.0%−5.1%+8.1%
Distribution yield1.45%7.51%3.37%
Look-through coverage99.5%100.0%99.3%

Return, last year

change since the start
share of each fund
  • IAA
  • ESTX
  • WDMF
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IAA28.0%ESTXnot heldWDMFnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3IAA13.7%ESTXnot heldWDMFnot held
  • 000660 SK HYNIX INCIn 1 of 3IAA11.4%ESTXnot heldWDMFnot held
  • ASML ASML HOLDING NVIn 2 of 3IAAnot heldESTX10.4%WDMF0.7%
  • NVDA NVIDIA CORPIn 1 of 3IAAnot heldESTXnot heldWDMF5.7%

and 536 more companies the funds hold

How alike they are

Keep going

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